Update central records when deals are merged in database

Your merged deals lack updated work-order links, producing duplicate records and unclear handoffs. You keep work-order references correct and remove duplicates before the next dispatch.

Overview

Merged deals can leave your shared work-order table out of date and create duplicate tasks for staff. This workflow keeps the central work-order rows accurate and appends a CRM note for every merge, cutting down manual cleanup and restoring correct references within minutes.