Resolve duplicate records without competing for ownership

Instruction: Give the immediate action, CRM note, and request to sales operations.

Context:

Two CRM contacts share the exact approved business email address:

Record Current state
A Owned by Casey; contains the last conversation and a meeting tomorrow; preference is “email only”
B Imported today; assigned to you; no preference recorded; new call task

This fictional company preserves the established owner and contact preferences. Only sales operations may merge records after identity review. Use approved business channels and check ownership and suppression before outreach.

Updated

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I would pause the call on B and alert Casey before starting another conversation. A new import has created a conflict to resolve, not a reason to disregard the existing email-only preference. My CRM note would read: “Possible duplicate: A and B share a business email...

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