It is possible to merge two or more deals. This way if you accidentally create the same deal twice or another team member created a similar deal you can merge them and combine all notes, documents, and contacts.
- From the deal card click on the three dots.
- Click on Merge Deals from the drop down.
3. Click on Add Deal and find the one or more deals you want to merge with. Please note, you can only merge deals that are on the same pipeline. You cannot merge across multiple pipelines.
4. Select the cell that you want to become the priority. For example a Deal can only have one Deal Name and one Deal Owner. Therefore use the green boxes to confirm which fields you want to keep. Tasks, Events, and Smart Tags can be combined, so if you want to include all events from all deals make sure those boxes are green.
5. Click Merge!
For more on Deals be sure to check out our other help articles.