Rainfactory would also very grateful if Hubspot woul add the functionality to merge deals... even if it was rudimentary functionality (just add all associated note objects, contacts, emails and make the user select one company if there are multiple) . We don't care if this creates redundant data within the one newly merged deal.
Jul 3, 201812:03 PM - edited Aug 17, 20196:08 AM
Thought Leader
Merging Deals
SOLVE
You're welcome @Shylie. HubSpot has lots of integration partners, so we may be able to come up with a workable solution if you'd like to pursue it. Reach out anytime.
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
+1 for merging deals... it doesn't help win a deal when one or more people or an integration "makes a simple mistake" and the only option is to lose the history on one deal, or risk it, having data spread across two deals.
can I check if there is any plan to come up with a Deal Merging feature anytime soon?
We have a annual subscription service by users and we would have clients would need adhoc users within the subscription period. One of the way is to create another deal and make that as a sub deal for the main Deal. by doing this way we can monitor everything properly.
Im not sure if this would be feasible, please advise.