Blocking Duplica Names for Opportunity Pipelines and Stages

To improve data accuracy and streamline processes, we are introducing a new feature that prevents creation or addition of sales opportunities 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 same exact 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.

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.