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 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

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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