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!
We just imported a lot of information from SF but we had already other deals in HubSpot and now we need to merge them. Any idea on when this function will be available?
Allowing us to merge deals by the deal name we create will greatly improve our offline sales to online marketing attribution model. I have 4 different reports tied to a unique serial number that gives a complete pciture of a deals.
Each report are tied to a unique serial number. This will allow me to initiate a loyaly campaign, track retail activity, and improve our marketing ROI attribution models.
If you fix this, you'll be ahead of your competition with CRMs!!
Is this function still not avaialble? Seems so basic that people would enter the same deal and a need for a merge function is so needed. Any feedback Hubspot???
