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2 Answers

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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Aktiv software
4/5/19, 5:15 AM

Hello @Bruno-Airam montessori

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


Aktiv software

--Aktiv software--
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Ahmedabad, India
--Aktiv software--

 Aktiv software

  • Skype : shah.jainesh

  • email : Sales@Aktivsoftware.com

Aktiv software
4/5/19, 1:52 AM

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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