Update open opportunities to duplicate status in CRM
Update open opportunities to duplicate status in CRM
Duplicate open opportunities cause noisy outreach and waste seller time. The workflow flags open opportunities as duplicates so account managers see a clean pipeline before outreach.
Overview
Duplicate opportunities clutter pipelines and waste seller time; this flow automatically marks open duplicates so reps and operations see a cleaner set of active deals. It prevents repeated outreach and gives account managers a vetted pipeline ahead of outreach cycles.