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HubSpot Agency Partner Kickoff 2017 Q&A

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!

3 Comments
MSAPMG
New Contributor

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

mfinocchiaro
Occasional Contributor

We need this feature desperately! 

simonb
New Member

This is a great idea and I need it asap.