Merge recent duplicate deals into a single record

Duplicate deal records from repeat homeowner requests clutter the pipeline and stall scheduling. This consolidates recent duplicates so reps see one accurate deal for faster follow-up.

Overview

Duplicate deals create confusion for lead generation and field scheduling, increasing the chance of double outreach and missed appointments. This workflow consolidates recent duplicate deal records so managers and reps have a single, accurate pipeline entry for same-day follow-up.