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Merging Duplicate Opportunities

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Caroline Cooksey
  • What problem you are trying to solve? (is it in Contacts, Opportunities, Projects, Chrome Extension, Mobile, etc). Opportunities
  • Why it is a problem? Some reps are duplicating opportunities
  • What would the ideal solution look like? Merge features (like for companies) in opportunities
  • How big is the problem?  (business impact, the frequency of the issue and who is impacted?) Happens occasionally but this functionality exists already in Copper. Just needs to be expanded.
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