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Merge Deals

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.

HubSpot updates
Merge DealsModerador
changed to: In Beta
jueves

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. 

41 Comentarios
Moderador
Moderador
Estado actualizado a: In Beta

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.