Sometimes you may need to merge several leads or deals. For example, a customer might email you about buying a shirt and then call later to discuss the color. This creates two separate items that relate to the same customer and product.

Merging won't work if you don't have permissions to edit and delete records.
Role-based access permissions in CRM

This article shows how to merge CRM items using deals as an example.

To merge deals:

1. Go to CRM.
2. Select the Deals tab.
3. Switch to the List view.
4. Check the box next to the deals you want to merge.
5. In the action menu, choose Merge.
6. Click Apply.
7. Choose the deal you want to use as the main one. If there are any fields with different values, choose the ones you want to keep. The merge result is shown on the left.
8. When you are ready, click Merge. Click Merge and edit instead if you want the deal form to open after merging.

Once the merge is complete, you'll see a confirmation message, and only one deal will remain in the list.