How can I merge opportunities?
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.
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.
Once you have all the fields defined that you want to unify in a single opportunity, click on "merge".
Confirm the process for the merge to take place.
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). |