Preventing Duplicates and Handling Errors in CRM Workflows

dheerajsuda
Kilo Explorer

Hello all,
I’m Dheeraj Sudan, and my wife, Meenu Hinduja, is currently working on a CRM project for a BFSI client. We’re facing some challenges with our workflow automation: we need to handle errors gracefully at each step while ensuring that duplicate work orders or customer records aren’t created.

 

If anyone has any suggestions, I am all ears. Thanks

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