CRM - How to Avoid Duplicate Opportunities (Automatic Creator)

By following this guide, you will learn how to create an automation in your CRM to avoid duplicating opportunities for the same lead.

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

Follow the steps below:

1 - Access the CRM and choose the pipeline. Click the automation icon and then click the “magic wand” icon so we can configure the automatic creation of opportunities.

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

• Trigger: when the lead sends a message >> Any message.

• Condition: choose the condition “Does the lead have an opportunity?” >> Does not have an opportunity.

• Configure the opportunity information, and NEVER forget to configure the owner type and assign it.

• Published? YES when finishing the configuration.

Pay attention to these two settings below:

• “Allow repeated creation in WON opportunities?”

• “Allow repeated creation in LOST opportunities?”

They allow or do not allow the creation of opportunities even if they already exist with WON or LOST status.

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