Mark duplicate lead items on creation for triage
Mark duplicate lead items on creation for triage
New lead items without dedupe checks cause duplicate outreach and fragmented CRM records. It flags duplicates on creation so records stay clean and follow-up occurs same day.
Overview
Duplicate lead records waste rep time and fragment your CRM; this flow flags duplicates immediately on entry so reps and CRM admins can triage before outreach. That means cleaner lists and fewer redundant touches, typically resolved same day.