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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
Merging DealsEquipo de producto de HubSpot
changed to: In Planning
09-11-2018

This is currently in planning! We'll post again here once we have more information for you, but we hear your request Emoticono feliz

91 Comentarios
jesseg
Nuevo colaborador

Agree with all the other comments.  This feature is long overdue and would be very beneficial to have

Charles_Groome
Colaborador habitual

Major problem when migrating to Salesforce...all kinds of duplicate deals now. I've had to zero out the amounts and add labels in the Deal names just to keep it all straight. Especially bad because there's no way to map all the notes and attachments over to Salesforce so I need to keep those deals around for historical context in case someone comes knocking.

Job1234
Nuevo colaborador

yes please, we need deal merging

JimHohl
Colaborador habitual

Yup. I need this too. Duplicate deals get created all the time.

tsaphir
Nuevo colaborador

Needed please. Was an important feature we used a lot on Pipedrive, and it s a loss in productivity not to have it in HS. 

Two opportunities can be worked on by 2 sales rep. Then  merged with one taking ownership, and all deal data gets combined.

taylorilacqua
Nuevo colaborador

Agreed let's add this!

CT-Eko
Colaborador ocasional

Dang. I was disappointed to learn this isn't already a feature. Upvoted for justice! 

KevinFMTV
Colaborador habitual

100% TOTALLY AGREE!   

 

We often find that two different people related to the same deal may have called in and separate deals were created, but not to be realized until later in the pipeline. 

 

ALSO with the new Shopify integration ... when someone places an order online for a deal we've been discussing with a client for months we now have two deals and therefore show twice the revenues. This is another use case where merging deals would be valuable. 

Shylie
Colaborador ocasional

I totally agree. This would truly benefit our business in which deals often start as individual opportunities and then grow to merge into one larger one.

 

I fully support this upgrade.

 

Cheers

KAA
Nuevo colaborador

It's been a year, please give us this option!

Oirema
Nuevo miembro

Upvote, it would be very, very useful!

tobiasP
Nuevo colaborador

An option to merge existing deals is definitely needed. This should not be missing in a CRM.

IT-Blocks
Visitante

you must add this needed featurer

Claudia_Lab
Colaborador ocasional

This would be a very valuable feature. It could be even more valuable if it were possible to merge the deals based on a duplicate custom property. We have unique identifiers we use, and when multiple deals are created with that same unique identifier, we receive no notification or warning that a similar deal already exists. This negatively impacts customer reporting and skews the numbers. 

 

In a perfect world, I think we should be able to export deals, locate the duplicates, overwite the Deal IDs so that the two duplicates match and are then merged upon import. 

jglogowski
Nuevo colaborador

Hi Hubspot!  Our team could also really benefit for being able to MERGE DEALS!  Would love to hear if this is an enhancement you are considering so that we can adjust the processes on our end if necessary.  

Evans4316
Colaborador habitual

This idea was submitted over a year and a half ago with no response from Hubspot.  Any idea when it will be made a reality?

 

Is there any reason that it hasn't progressed at all?

 

 

 

 

Equipo de producto de HubSpot
Equipo de producto de HubSpot
Estado actualizado a: In Planning

This is currently in planning! We'll post again here once we have more information for you, but we hear your request Emoticono feliz

Thefunnelmaster
Colaborador ocasional

It would make the sales team's life way easier if this feature was in place.

Glad to hear it's in the works!

Thomas_Vanguard
Colaborador habitual

This would be so valuable.

 

Often a client will be asked to quote on a job from multiple contacts and as this becomes apparent they need to merge this into one.

timfresen
Colaborador habitual

This would indeed be a useful feature. Especially after a data migration, allowing for a quick implementation of Hubspot without spending too much time on checking whether you're deleting the right deal.