How to identify a duplicate opportunity? RRS feed

  • Question

  • As we all know that opportunity is nothing but "potential Sale".There may be N no of oportunities associated with a specific account. How do I ensure that I dont recreate a duplicate opportunity for the same account. For Eg I created an opportunity for an account. I went for a vacation and shared my account with my colleague. In my absence my colleague recreated the same opportunity with a different "TOPIC" with same estimated revenue. In such cases my reports will go for a toss with wrong figures.  What is the significance of the field "TOPIC"? Is there any format we should follow with it so that duplicates are identified.

    How should I go about with it? Can anyone advice me please

    Tuesday, June 16, 2009 8:47 AM


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