Merge Deals

Merge option can be used to merge duplicate contacts, organisations and deals with the original ones. 

Merging Deals

  1. Navigate to deal details page 
  2. Click on the ellipsis link and select Merge
  3. Now enter the duplicate deal name in the search box and choose the deal from the suggestion
  4. Select the deal whose details should be preserved and click on preview.
  5. Then click on Merge to save the details and remove the duplicate

Missing fields in the preserved deal will be filled from the corresponding field of the duplicate deal. If you choose to preserve the details of the deal owned by someone else from your team, then the merger deal will be owned by that team member.

Ref 2.1

Ref 2.2

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