Sales Hub Tools

KDurden
Membro

Merge Deal Types?

resolver

We have two deal types that really should be one.  Is it possible to merge two deal types?

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ChrisoKlepke
Solução
Conselheiro(a) de destaque | Parceiro Elite
Conselheiro(a) de destaque | Parceiro Elite

Merge Deal Types?

resolver

Hey @KDurden ,

 

you can merge any two property values into one by going into the settings and to that specific property you want to modify. Select the two options and click merge. You then have to tell HubSpot which one to keep.

 

Screen Shot 2022-08-11 at 17.06.04.png

 

If you found this post helpful, consider helping others in the community to find answers faster by marking this as a solution. I'd really appreciate it. 

 

Cheers, 

Chriso

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1 Resposta 1
ChrisoKlepke
Solução
Conselheiro(a) de destaque | Parceiro Elite
Conselheiro(a) de destaque | Parceiro Elite

Merge Deal Types?

resolver

Hey @KDurden ,

 

you can merge any two property values into one by going into the settings and to that specific property you want to modify. Select the two options and click merge. You then have to tell HubSpot which one to keep.

 

Screen Shot 2022-08-11 at 17.06.04.png

 

If you found this post helpful, consider helping others in the community to find answers faster by marking this as a solution. I'd really appreciate it. 

 

Cheers, 

Chriso