> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-how-to-avoid-duplicate-opportunities-automatic-creator.md).

# CRM - How to avoid duplicate opportunities (automatic creator)

By following this guide, you will learn how to create an automation in your CRM to prevent duplicate opportunities for the same lead.&#x20;

The automation will check if the lead already has an opportunity in the pipeline and/or stage, preventing the creation of repeated opportunities.

Follow the steps below:&#x20;

1 - Access the CRM, choose the pipeline. Click the automation icon and then click the “magic wand” icon to configure automatic opportunity creation.

<figure><img src="/files/0da15a1734eea49838b204aa93bef132280d01d8" alt=""><figcaption></figcaption></figure>

2 - The magic wand is responsible for configuring automatic opportunity creation, and through it we will set conditions to block duplicate opportunities. Check below:

<figure><img src="/files/fc31c38c2bbea3ea6b85807e3fe9c7c209c76ece" alt=""><figcaption></figcaption></figure>

* <mark style="color:purple;">**Trigger**</mark><mark style="color:purple;">:</mark> when the lead sends a message >> Any message.
* <mark style="color:purple;">**Condition**</mark><mark style="color:purple;">:</mark> choose the condition “Does the lead have an opportunity?” >> Does not have an opportunity.
* Configure the opportunity information, and NEVER FORGET to configure the type of owner and assign them.
* <mark style="color:purple;">**Published?**</mark> YES when finishing the configuration.

{% hint style="info" %}
Pay attention to these two settings below:
{% endhint %}

* “Allow repeated creation for WON opportunities?”
* “Allow repeated creation for LOST opportunities?”

They allow or disallow the creation of opportunities even if there are already ones with WON or LOST status.&#x20;

Through this setting you can also prevent duplicate opportunities with these conditions.


---

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