Merge deals creates duplicate line items

[Arnika]

Hi,

When i merge duplicate deals, the line items are getting duplicated. Is there a way to stop this from happening? 

Thanks,

Arnika

[kvlschaefer · Accepted solution]

Hi @Arnika,

Thanks for reaching out to the Community! 

I wanted to share this thread regarding merging deals  - 

"If a customer merges Deal A and Deal B, HubSpot creates a new deal from that merge: Deal C. Deal C now is considered the canonical deal, and it has the combined property value history from both Deal A and Deal B and their associated objects (Contacts, Companies, Tickets, Line items, and Engagements)." 

When deals merge their line items don't change or merge as the line item is unique, which is why we see a doubling on this deal.

If you would like to provide feedback on this merging behavior, I would highly recommend you to please post our ideas forum. 

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.

Best,

Kristen