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Unique Pipeline and Stage Names

June 6, 2024/in What's New? Opportunities and Pipelines

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

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.

Screenshot 2024-06-06 at 3
Screenshot 2024-06-06 at 3

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.

https://clixio.io/wp-content/uploads/2024/06/3b55ee773a99aa220a59dd47cfc39254.png 2870 4630 Clixio.io https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png Clixio.io2024-06-06 19:56:272024-06-06 19:56:27Unique Pipeline and Stage Names

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