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How can I merge opportunities?

Written by Jon Trasobares

Merge two opportunities

You can merge two opportunities to bring their details together in a single record.

  1. Open one of the opportunity records you want to merge.

  2. Select Merge in the top right corner.

  3. On the merge screen, the left column displays the details of the opportunity you opened, labelled Opportunity 1.

  4. In the other column, enter the name of the second opportunity and select it.

  5. Choose which fields to keep from each opportunity. By default, all fields from the first opportunity are selected.

  6. Select Merge.

  7. Confirm the merge.

The selected fields determine which details are kept in the resulting opportunity.

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