Merging Deals

Merging Deals

How to merge deals?

                     Merging deals involves combining two deals into one, consolidating their information to avoid duplicates and streamlining management. This process ensures that the deals of all the secondary records are merged with the primary records for easier tracking and follow-up.

 


Follow the below steps to merge deals:

  1. Select the deal you want to merge.

  2. Click the ellipsis icon in the top right corner and tap the Merge option.

  3. Search for and select the secondary deal you want to merge with.

  4. Select the deal you want to make as the primary.

  5. Preview the merged deal to ensure all information is correct.

  6. Click Merge to combine the deals.






    • Related Articles

    • Overview of Deal Fundamentals

      What is a deal and what are its key components? In Twozo Customer Relationship Management (CRM) systems, a deal represents a potential sales opportunity and monitors a lead’s progress from the first interaction to a final decision. Essential ...

    • Tracking Deal Progress and Managing Deal Status in CRM

      What are the main features for tracking deal progress? Timeline: Provides a timeline view of all key events and updates related to the deal. It can be filtered by Calls, Emails, Notes, Activities, Files, and Updates. Conversations: Displays all ...

    • Managing and Merging Duplicate Contacts

      How to manage duplicates? In the contact list view section, click the ellipsis menu from the top right corner. Click on the Manage Duplicates option at the top-right of the contact page or within the contacts add form window. The system will ...

    • Update a Deal: Steps from Various Views

      How to make changes to a deal? If any changes occur after creating a deal, it's essential to update the deal to ensure the information remains accurate. This keeps you informed of the latest details and the current status of your deal. Follow these ...

    • Configuring Prices, Deals, and Variations in Products

      Prices Currency Click +Add Price to add a price in different currencies. Initially, only USD will appear in the dropdown menu. Navigate to Admin Settings, then go to Other Settings and click on Currency to add additional currencies. Click +Add ...