Merge deals?

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1 Comments

  • Jacob Spies
    Zendesk Customer Advocate

    Hi Joy!

    Deals cannot be merged in Sell. This is by design since it is possible that two Deals could have the same name, value, etc but still be considered separate Deals. Sell errs on the side of maintaining as much Deal data as possible rather than risking the loss of any data via merging. If any Deals are considered true duplicates the best course of action would be to either move the extra Deals to a state where they won't be worked on (e.g. un-qualified) or delete the extra deals completely.

    Please feel free to reach out again if you have any additional questions!

    Thank you,

    Jacob

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