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!

85 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.

rwalker
New Contributor

This functionality is needed.

james_
New Contributor

Any update on this? We've found that the Deals board is basically unusable for the ecommerce side of our business. At the moment, over half of our revenue is generated through Draft Orders (quotes) on Shopify when interested customers call in. As it stands now, Draft Orders are not any part of the Shopify/Hubspot integration. In order for us to use the Deals board, our sales agents would have to do the following:

 

1) Receive customer call, take notes in Hubspot, build the quote in Shopify.

2) Send Shopify Draft Order via Shopify.

3) Create the Deal in Hubspot.

4) Customer completes order via Draft Order.

5) Now there are two Deal records (the one the sales agent originally created, and the new deal record created by Shopify).

6) Manually merge the two deals. 

 

If there were a way to merge deals, we could possibly use the Deals board, even though we would really like Draft Orders to be a part of the Hubspot/Shopify integration.

IPS_Realty
New Contributor

Must have