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Embracing Duplicates: Allowing Duplicate Opportunities in Aesthetix CRM

Explore the flexibility of managing duplicate opportunities within Aesthetix CRM with this informative guide. Learn how to configure your CRM settings to accommodate duplicate opportunities, enabling a more nuanced approach to sales and pipeline management. Discover the benefits of allowing duplicates, such as tracking multiple interactions with the same prospect or managing complex sales scenarios. With step-by-step instructions and best practices, you'll gain the confidence to optimize your CRM setup and adapt it to your unique business needs.

1. Navigate to the 'Settings' option

1 Next, click on "Settings".

2. Now, find and select the 'Business Profile'

3. Proceed to the 'General' section

3 Upload

4. Lastly, enable 'Allow Duplicate Opportunity' feature

4 Now, click on the element.

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Embracing Duplicates: Allowing Duplicate Opportunities in Aesthetix CRM | Aesthetix CRM