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Merging Deals

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!

HubSpot updates
91 Comentarios
Nuevo colaborador

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

Colaborador habitual

We need this feature desperately! 

Nuevo miembro

This is a great idea and I need it asap.

Nuevo miembro

Yes we need it ! Especially after a poor migration

Nuevo miembro

Yes, need this ASAP.  

Nuevo colaborador

We need this feature ASAP please. 

Nuevo colaborador

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

Nuevo colaborador

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

Nuevo miembro

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

Nuevo colaborador

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.