How do I merge duplicate deals?
Open the deal to keep, click Merge deals, search the duplicate and click it. Its customers, companies and tasks move over, then it goes away.
Open the deal you want to keep and click Merge deals under its cards. Search the duplicate and click it. Its customers, companies and tasks move to the deal you kept, then the duplicate goes away.
Also called: duplicate deals, combine deals, same deal twice, double lead, fusionner des affaires, affaires en double, doublon, combiner
Step 1: Open the deal to keep
Open Leads & deals and click the deal you want to keep. It keeps its name, pipeline and stage.
Click: Leads & deals › the deal
Step 2: Click Merge deals
On the right, under the cards, click Merge deals. The window Merge into … opens.
Click: Merge deals
Step 3: Pick the duplicate
Type in Search a deal and click the duplicate. It merges right away. You see … merged.
Click: Search a deal › the duplicate
What happens
The duplicate's customers and companies are added to the deal you kept. A deal can have several.
Its tasks move over.
Empty fields on the deal you kept, like the price tag or company, are filled from the duplicate.
The duplicate is deleted.
Good to know
Merging is a good way to put several people on one deal.
To add a person without merging, click Add in the deal's Customers card.
Ask Alori can merge deals too: "Merge the two Gagnon deals".
If it doesn't work
"This deal was deleted." Someone else removed it. Reload the page.
"Merge at most 50 deals at a time." Merge them in smaller groups.
No Merge deals button. Your role can view deals but not change them.