Engineering: keep sales ownership on duplicate-contact opportunity records

Sales reps lose ownership when opportunities share emails, causing deals to stall. Copy the prior owner into the new opportunity so reps can follow up faster and preserve pipeline accuracy.

Overview

Missed ownership on new opportunities lets deals slip and muddles forecasts. By copying the prior sales assignment into matching new opportunities, this workflow removes manual lookups so reps follow up faster and pipeline accuracy is preserved.

Notable Features

Copy prior owner when email matches
Prevent manual lookup and assignment
Log source opportunity for audit