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HubSpot Agency Partner Kickoff 2017 Q&A


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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!

New Contributor

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

Occasional Contributor

We need this feature desperately! 

New Member

This is a great idea and I need it asap.

New Member

Yes we need it ! Especially after a poor migration

New Member

Yes, need this ASAP.  

New Contributor

We need this feature ASAP please. 

New Member

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

New Contributor

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

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