Mark duplicate booking as onboarded for linked contact
Mark duplicate booking as onboarded for linked contact
You get new deal records for bookings without a clear onboarding status flag, causing duplicate onboarding work and noisy pipeline data. Reduce duplicate effort and keep deal records accurate within minutes.
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Overview
Duplicate booking deals force account managers to reconfirm onboarding status manually, wasting time and creating noisy pipeline records. This flow detects existing onboarded bookings and marks new deals accordingly so owners see accurate onboarding state within minutes.