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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!

21 Comments
MSAPMG
New Contributor

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

mfinocchiaro
Regular Contributor

We need this feature desperately! 

simonb
New Member

This is a great idea and I need it asap.

Martaing
New Member

Yes we need it ! Especially after a poor migration

tarah
New Member

Yes, need this ASAP.  

ahmedawan
New Contributor

We need this feature ASAP please. 

martin_cardiff
New Contributor

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

duncanf
New Contributor

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

zapliance
New Member

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
New Contributor

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.