Send duplicate lead alerts via email to assigned consultant

You miss consultant alerts when Salesforce flags a lead duplicate, leaving records untriaged and slowing follow-up. Sends an immediate email to the assigned consultant so duplicates are triaged same day.

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Overview

Duplicate flags in your CRM can leave consultants blind and slow down lead triage; this workflow emails the right consultant immediately. That means duplicates get reviewed and reconciled same day, cutting manual lookup and missed follow-ups.