Consolidate Duplicate Deals
Merges duplicate open deals for the same company in the same pipeline, keeping the oldest record as the primary deal.
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Trigger enrollment for deals
When this happens
Group 1
Deal stage is none of Closed Lost, Closed Won
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1. Branch
Check branches in order: More than 1 open deal for associated company and None met.
2 branches — click to see paths
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End
Description
Merges the oldest associated record when a deal is active and the related company has more than one open deal.
Categories
DealsData Cleanup
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