How to check for duplicate lines

You can enable the ability to check for and restrict line duplicates. By limiting the ability to add duplicate lines to a deal, you help ensure the accuracy of deals in an account.

The duplicate check functionality relies on a powerful search engine that supports complex matching criteria, enabling you to create custom, flexible configurations for different business use cases.

You can configure Deal Manager to check for duplicates in two ways:

• When using the Add Lines component. When enabled, the system automatically checks for duplicates when a user tries to create new lines. If duplicates are found, they are not added, and the user is notified.
• In existing lines. When enabled, a user selects a Quick Action on the Highlights panel of the deal record page. This action opens a modal dialog to run a duplicate check. When the duplicate check completes, the user is notified with the results.
  • You can configure the name and location of the Quick Action and the labels that appear on the modal.
  • You can prevent submission of an agreement if there are duplicate lines or if the user has not run a duplicate check.

Follow these steps to enable duplicate line checks:

1. Create a duplicate check configuration record and define a duplicate check configuration.
2. (optional) Enable Deal Manager to check for duplicates when adding lines to a deal.
3. (optional) Enable Deal Manager to check for duplicates in existing lines.