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DMesserschmidt
Member

Merged Deals

SOLVE

When we merge Contacts in HS, it shows who merged them.

 

When we merge Deals in HS, it does not show who merged them.

 

Is there a way to see who merged Deals?

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Merged Deals

SOLVE

Hi @DMesserschmidt,

 

I'm able to see who merged a deal fine by looking into the property history for "Merged Deal IDs" – could you check if this is working for you?

 

karstenkoehler_0-1760673494877.png

 

(hover mouse over "Merged Deal IDs" field, click "Details")

 

https://knowledge.hubspot.com/records/view-record-property-history

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Merged Deals

SOLVE

Hi @DMesserschmidt,

 

I'm able to see who merged a deal fine by looking into the property history for "Merged Deal IDs" – could you check if this is working for you?

 

karstenkoehler_0-1760673494877.png

 

(hover mouse over "Merged Deal IDs" field, click "Details")

 

https://knowledge.hubspot.com/records/view-record-property-history

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

danmoyle
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Merged Deals

SOLVE

@karstenkoehler I forgot that there's a "Merged Deal IDs" property when you merge them. Had to dig, but can confirm I also see it. As always, coming in with the 🔥 insights. 

danmoyle_0-1761655213126.png

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!

I use all tools available to help answer questions. This may include other Community posts, search engines, and generative AI search tools. But I always use my experience and my own brain to make it human.


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Dan Moyle

Solutions Consultant

Digital Reach Online Solutions
emailAddress
daniel@digitalreachopm.com
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chighsmith
Community Manager
Community Manager

Merged Deals

SOLVE

Hi @DMesserschmidt,

Thank you for posting to the Community!

I understand that you are wanting to see who merged deals in Hubspot. 
 

I'd like to tag in some Subject Experts to see if they have any suggestions -- Hi @danmoyle @GCasali and @Ian_Matt Do any of you know if this is possible?

Thank you!

Cassie, Community Manager

 

 





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