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!

79 Replies
RoseG
New Contributor

Very basic feature and we could really use this, please. Thanks. 

SHN
Occasional Contributor

This would be a valuable feature to help improve deal management in accounts where there can be multiple contacts or multiple activities in a period of time that generate leads which when worked often consolidate.

nathanbohn
New Contributor

This would ideed be a huge help.  Sometimes two deals get created because two different email addresses trigger the workflow and then we need to merge them after correspondence and notes have been put in.

PatrickEng
Top Contributor

Totally agree, we need this feature

rominabuchle
Regular Contributor

This is an essential feature for every sales software and CRM. 

rubenkos
New Contributor

Yep. Still not sorted?

extraderrr
New Contributor

yes, would love to merge 2, 3 or even 4 deals.  also, is there a way to create a contact without the email.  like just have fname, lname, and phone number?

jhicks
New Contributor

Once use case for this would be, as the original post stated, if two people are working to smaller deals with the same client. Then once the client places an order he includes both quotes on the same order. 

 

Currently, you're faced with either having to double enter the information on both deals for the information to sync up or manually associate all the communication/information do a single deal and then close/ delete the other deal.

 

The fucntion already exist for tickets, and contacts. So it doesn't seem like a stretch to realize that there is a use case to be able to merge deals as well.

 

Hopefully this can get implemented soon.

huser30
Visitor

This would be great as you can do this contacts, companies and tickets. We have a growing team and trying to trim the fat. This would streamline the process.