Notify sales ops of possible duplicate CRM deals

You surface CRM deals flagged as duplicates, which can cause reps to contact the same prospect twice and waste outreach effort. Managers can triage duplicates the same day via an immediate email alert.

Overview

Duplicate deals create wasted outreach and confused reps; this workflow keeps pipeline hygiene in front of the right people. By emailing pipeline managers immediately when the CRM flags a possible duplicate, IT can remove manual checks and ensure duplicates are triaged the same day.