Hi @DLeBlanc,
I don’t believe that there is a simple, straight-forward way to identify duplicates and have a notification sent to a person based on the detection of the duplicate. As @karstenkoehler noted, one workaround would be to use the “Associated Deals” property so that you can inspect when more than two deals are associated to the same company.
Also just wanted to mention that Insycle can help with this. Full disclosure, I work at Insycle.
Using Insycle, you can use any field in your database to identify duplicate deals. So you could use deal names, associated company ID, phone numbers - whatever makes the most sense for your use case, to identify duplicate deals.
Then you can set Insycle up to generate a CSV report of potential duplicate deals so that they can be manually inspected before merging them to ensure that they are indeed duplicates. You can add anyone in your organization to the alert notification; they don’t have to be an Insycle user to receive the notification. The notification can be customized to provide additional context.
Here’s what the notification setup screen looks like:
Hope that helps!
Best,
Ryan