It happens frequenly enough for us where we have two different deals for a single deal. Either because we're working through a partner or a deal has gone stale enough where it makes sense to create a new deal for them (from a commission perspect for our SDRs). It would be really helpful to be able to merge deals.
Additionally, there could be a drop down form when merging deals to indicate which parts of the deals you want to keep when there is overlap.
Hello HubSpot community,
I'm excited to let you know the ability to merge deals is live to all HubSpot accounts. Happy merging! Here are some details on the functionality from the HubSpot Knowledge Base.
Hello HubSpot community! Thank you for your continued feedback on this idea. We've been hard at work building a CRM that can grow with your business and I'm excited to let you know that deal merge is officially in beta and should be available for all accounts on or before March 9th.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.