I created an automation to create a deal with person's full name and another word to represent a deal, i.e. James Smith VBO, where James Smith is his name and VBO is the title of my deal.
The automation is triggered by activity I create for him in PD. Once I create activity, deal is created. I then manually link that deal with this activity (as PD doesn't do that yet).
But if I happen to create the deal first, then go and create the activity for it, with James Smith VBO, it actually creates another deal, understandably.
So it would be great if the system could understand that there's a deal in the same pipeline with the exact same name already existing and not create it.
Allow us a test feature as criteria so we can avoid duplicating it. Currently this forces me to ONLY create these deals through automation, otherwise to be able to create activity items and deals interchangeably I would have to let go the automation and do it manually.