Prevent Duplicate Pipeline Names for Accuracy

New Product Update – Unique Pipeline and Stage Names

To improve data accuracy and streamline processes, we are introducing a new feature that prevents the creation or addition of pipelines or stages with identical names.

Key Changes

No Duplicate Names

Users will no longer be able to create or add pipelines or stages with the exact same name.

Existing Pipelines and Stages

This change will not impact any pipelines and stages already created.

Updating Existing Entries

If you attempt to rename an existing pipeline or stage to a name that already exists, you will receive an error message.
Screenshot 2024-06-06 at 3
Screenshot 2024-06-06 at 3

Benefits

Accuracy

Ensures correct referencing of pipelines and stages by name, especially during opportunity imports and when using drop-down and filters.

Data Integrity

Prevents confusion and errors caused by duplicate names, leading to more reliable data management.

Thank you for your continued support and feedback.

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