We have made a small but important change to how People are validated.
In the past, we required a Last Name when creating a new Person. We are removing this requirement to make it easier for your team to add new relationships into PipelineDeals even if limited information is known. If you add a Person without a Full Name then we will display “Unknown.” This will allow the Person to be updated once the Person’s name is known.
This update will also make it easier to manage and detect duplicates. Going forward, when you add new Person via the Add Person form or People through a CSV import we will check all People you have permission to view to ensure that the Person or People are unique. If you attempt to add a new Person with the same email address as another Person that already exists in the account then it will be flagged as a duplicate. Of course, if you decide you still want to save it, you’ll be able to.