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Merge deals

Sometimes you may find yourself in the situation when you need to merge several deals. For example, a client had sent you an email about buying a shirt and then called you to tell you some additional information about color. As a result, you have two deals that relate to the same client and product.

Merging deals won't be available if you don't have access permissions to update and delete records. Read more in the article - Access Permissions in CRM.

To merge deals, click CRM > Deals > List.

Select deals that you want to merge > select the Merge option in the actions menu.

Before merging deals, you need to select a deal that will be used as a basic deal.

You can see the merge result on the left.

One field may have different values when merging deals. Select the one that you want to be added to the merge result.

You don't need to do that if fields have the same value.

When you are ready, click the Merge button and deals will be merged.

Field values selected when merging deals will be used in this new deal.

This option is available to CRM+, Standard and Professional plan subscribers.
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