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How can I merge opportunities?

This feature is only available for the following plans:
ALL PLANS
Click here for more information on our plans.
You will be able to merge two opportunities when for some reason you need to unify one with another. To do this you must access one of the two files of the opportunity you want to merge and click on the "merge" icon in the top right corner.

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Within the management, in the left column, you will have as "Opportunity 1" all the data of the opportunity that you have selected and, in the other column, write the name of the opportunity that you want to merge.

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By default, all the fields of the first opportunity are selected. Remember that the marked fields are the ones that will prevail when the contacts are merged. You can mark the fields of the second opportunity so that these are the ones that prevail.

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Once you have all the fields defined that you want to unify in a single opportunity, click on "merge". 

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Confirm the process for the merge to take place.

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If you still do not have this functionality and you are interested in it, please contact your Customer Success or the ForceManager support team (support@forcemanager.net).

 

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