Ability to Merge Deals Despite No Duplicate / Manually
under review
T
Tracey Trachta
I need a way to merge deals even when DC doesn't flag them as potential dupes.
C
Christian Haigh
So true! What is the point even suggesting there is a duplicate if there are no open deals you can't merge anyways. Seems like a simple enough fix.
J
Jacob Coleman
under review
J
Jacob Coleman
Hi Tracey, thanks for the feedback! Can you give an example of two customers who are the same person, but don't show up as possible duplicates? Just want to make sure I understand what's causing this to happen.
Shelby Parker
Hey Tracey Trachta, thanks for your feedback! I have a few more questions for you:
- Can you provide a specific example of when you needed to merge deals and the system did not flag them as potential duplicates?
- What criteria do you use to identify deals that should be merged?
- How frequently does this issue occur and how does it impact your workflow?