Does Deal name need to be unique?
I am in the insurance business and have a custom module called Insurance. I am trying to move all the data out of that module and into Deals but I was told that the Deal names all had to be unique to import back into Deals and going forward ALL Deal names needed should be unique. Can anyone explain if this is correct and why that is the case?
When I search the net on Deals module with Zoho it never seems to say it has to be that way. If anyone could help clarify it would be appreciated.