Ops coordinators: flag duplicate leads and speed triage

Operations coordinators logging suspected duplicate leads in spreadsheets miss CRM status, causing duplicate outreach and messy pipeline records. It enriches each row so ops triage faster.

Overview

Operations coordinators lose time and create duplicate outreach when spreadsheets lack CRM context. This workflow enriches each suspected-duplicate row with CRM status and a duplicate reason, turning manual lookups into fast triage and dramatically reducing missed duplicate resolutions.

Notable Features

Enrich rows with CRM status
Flag duplicate reason per row
Notify ops for manual triage