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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!

82 Replies
willcurran
Top Contributor

wow no brainer here

rjohnsonM3
New Member

Yes, please add Deal merge functionality on both the front-end and the back-end via API.