Apptivo Opportunities App has options to prevent any user from creating duplicate records. This can be done easily by setting the duplication rules on whether to create or restrict the duplication.
Steps to Prevent Duplicates
- Log in and access Opportunities App from your universal navigation menu.
- Click on the “More(...)” icon and select “Settings”.
- Click on "General → Duplication Rules" from the left navigation panel.
- Enable the toggle to define the criteria.
- Set the option either to Prevent Duplication automatically or Warn and Flag Duplication for review.
- Click on the Create button and enter the following details:
- Rule Name: Name of the criterion.
- Set the matching rules in line level.
- Attributes - Select the attribute, here "Opportunity Name" is selected.
- Fuzzy Logic - The Name field may have a Partial value.
- Exact Logic - The Name must match with an exact value.
- Click on the "Create" button.
- Here, we have set the criteria as if the Opportunity Name field has the same value as the existing opportunity, it will flag for duplication review.
- Now, create an opportunity with the Name as Smart Traders.
- Again, if you tried to create a new opportunity with the same name, it should show the warning flag to review the record.
- You can view the warning message with an existing opportunity record.
