Managing Duplicate Deal Uploads in Zendesk Sell
Can I manage duplicate uploads for deals in Zendesk Sell?
Managing duplicate uploads for deals in Zendesk Sell can be challenging, especially if importing from external systems like SAP. Currently, the deduplication strategy primarily applies to contacts and leads, not deals. If you encounter issues with duplicate deals, consider reviewing your import process or reaching out to Zendesk support for further assistance.
More related questions
How do I configure deduplication settings in Zendesk Sell?
To configure deduplication settings in Zendesk Sell, you need to access the Duplicate Management section. Start by clicking the Settings icon, then select Data > Duplicate Management. Click Configure to change the default duplicate management…
What is the default deduplication configuration in Zendesk Sell?
The default deduplication configuration in Zendesk Sell is based on matching the Name and either the Email or Phone Number fields. If you don't customize these settings, Sell will use this default configuration to detect duplicates during imports…
Why aren't my duplicate leads merging in Zendesk Sell?
Duplicate leads may not merge in Zendesk Sell if the deduplication strategy is not applied to leads. The deduplication settings are primarily used for merging contacts or converting leads to contacts. If you have two leads with matching fields,…
Why do merged fields have different formats in Zendesk Sell?
When manually merging leads or contacts in Zendesk Sell, you might notice different formats for duplicate fields. For example, a field like 'regtype' might appear as 'Reg type #1' for leads and 'regtype#1' for contacts. This discrepancy in…
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