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.

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:

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

2 - The magic wand is responsible for configuring automatic opportunity creation, and through it we will set conditions to block duplicate opportunities. Check 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 type of owner and assign them.

• Published? YES when finishing the configuration.

Pay attention to these two settings below:

• “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.

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