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Bruno - Airam Montessori

Hello community,

Here's my issue:

What are the steps to reproduce your issue?

Got two existing opportunities generated automatically in my pipeline


What is the current behavior that you observe?

I have two separate opportunities in my pipeline for the same client


What would be your expected behavior in this case?

I'd like to merge the new opportunity in the existing old one so that I keep only one opportunity per client if I want to.


                                            

Currently I am copying-pasting the content of an opportunity to another then I delete the old opportunity. Not very efficient. Is there a way to merge easily two opportunities? Thanks!

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Bruno - Airam Montessori
Author Best Answer

Yes I got this feature. My question was more: "once" the opportunity has been created and is already in  my pipeline. Any idea how to merge two existing opportunities?

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Jainesh Shah(Aktiv Software)

Hello @Bruno-Airam montessori

No this feature is not avaiable in the out of box.

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Jainesh Shah(Aktiv Software)
Best Answer

Hello @Bruno - Airam Montessori


Yes there is one in out of box funtionality.


While converting leads into the opportunity there is an Boolean in conversion action:-

1. convert to opportunity.

2. Merge with the existing opportunity.


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