Create duplicate address alert note on the deal record
Create duplicate address alert note on the deal record
Your updated deal addresses can match existing deals and cause duplicate outreach or missed context. Reps and owners see related deal IDs and context pinned to the record within minutes.
Overview
When deal addresses change, duplicate opportunities can lead to wasted outreach and confusion for reps. This flow pins a clear duplicate-address note to the deal so reps and owners see related deal IDs and context within minutes, avoiding redundant visits and follow-up.