Notify team when a contact has multiple deals

Your CRM deals duplicate for the same customer, causing mixed outreach and missed ownership. Assign ownership and consolidate records so reps have clear context before the next outreach.

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Overview

Duplicate deals for the same customer confuse reps and lead to mixed outreach and lost momentum. This flow flags those cases in your sales channel so managers can reassign ownership and consolidate records within minutes, keeping outreach coordinated before the next contact.