Keep sales ops' CRM booked calls clean and assigned

Sales ops lose pipeline accuracy when bookings create duplicate contacts and misassigned opportunities. It deduplicates, marks 'Booked Call', assigns the closer, and updates contact info so closers get one clean opportunity.

Overview

Calendar-booking duplicates and misassigned opportunities cost momentum and make closers chase ambiguous records. This workflow gives sales ops a consistent 'Booked Call' lead flow—duplicates are merged, opportunities flagged and assigned, and closers receive one clean, actionable lead so handoffs are clear and response times drop dramatically.

Notable Features

Merge duplicate contacts intelligently
Mark opportunity as Booked Call
Assign closer and update contacts