It happens frequenly enough for us where we have two different deals for a single deal. Either because we're working through a partner or a deal has gone stale enough where it makes sense to create a new deal for them (from a commission perspect for our SDRs). It would be really helpful to be able to merge deals.
Additionally, there could be a drop down form when merging deals to indicate which parts of the deals you want to keep when there is overlap.
Hello HubSpot community! Thank you for your continued feedback on this idea. We've been hard at work building a CRM that can grow with your business and I'm excited to let you know that deal merge is officially in beta and should be available for all accounts on or before March 9th.
Hello HubSpot community! Thank you for your continued feedback on this idea. We've been hard at work building a CRM that can grow with your business and I'm excited to let you know that deal merge is officially in beta and should be available for all accounts on or before March 9th.
@Dylan Hi Dylan.. can you merge two deals, and have the line items from both end up in the new deal?
This is what I interpret deal to mean.
It is great that currently, we can track all the interactions and record all emails/calls. If I am speaking to a customer about renewing their services, and build a quote for that... and then they also discuss taking new products. It would be great to be able to merge quotes together, to make one larger deal.
@seplovich it's odd that this isn't a feature... it would be really helpful if you could open up a deal select the line items, and then have these removed and allocated to a new deal (opposite of merging)