Merging Deals

: In Planning
ckenworthy
Submitted by ckenworthy on ‎01-18-2017 11:06

It would be valuable to be able to merge two or more existing DEALS.  Different people can create a DEAL and building out notes, tasks, etc., and, in fact, it turns out to be one big DEAL rather than several small ones.  The ability to MERGE them, while retaining all history, notes, etc. would be valuable.  Otherwise we have to manually agree which *one* will be our "master" going forward.  THANKS!

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77 Replies
MSAPMG
MSAPMG
New Contributor
‎02-01-2017 10:25

Totally agree - it is  a major problem  not to have this- plesae get on this asap

mfinocchiaro
mfinocchiaro
Regular Contributor
‎02-06-2017 01:36

We need this feature desperately! 

simonb
simonb
New Member
‎02-11-2017 06:46

This is a great idea and I need it asap.

Martaing
Martaing
New Member
‎03-20-2017 10:10

Yes we need it ! Especially after a poor migration

tarah
tarah
New Member
‎03-20-2017 08:51

Yes, need this ASAP.  

ahmedawan
ahmedawan
New Contributor
‎03-22-2017 10:07

We need this feature ASAP please. 

martin_cardiff
martin_cardiff
New Contributor
‎04-12-2017 08:36

Agree with the earlier comments that this would be a useful feature

duncanf
duncanf
New Contributor
‎04-18-2017 06:28

We also need this asap - havign to manage closing of different deals and looking in two placers for detail is not sustainable

zapliance
zapliance
New Member
‎04-21-2017 08:56

This feature is essential to us as we are having too many duplicate Deals and deleting one deal erases the historic events.

 

Alex from zapliance

jessicaking
jessicaking
New Contributor
‎04-25-2017 09:30

Our previous CRM did this and I feel like they were much more basic that HubSpot. HubSpot needs this operation and it would be valuable to many companies not just our's.