How to Merge Deals in Pipedrive?

Learn how you can merge deals in Pipedrive in just a few easy steps!

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How to Merge Deals in Pipedrive?

In this guide, we’ll walk you through how to merge deals easily in Pipedrive.

Go to the Deals tab on the left-hand side of your dashboard.
Now, find the deal you want to merge. From there, open the deal by clicking on it, which will take you to the detailed view.
At the top right corner, click on the three dots (More Options).
From the dropdown menu, select “Merge.”
In the merge window, search for the other deal you want to merge with using the search bar.
Select the right deal from the results.
Now, you’ll see information from both deals. Select the data you prefer to keep in case of conflicts.
Click “Preview” to review how the merged deal will look.
Click “Merge” to complete the process.
Once merged, the deals will be combined into one, keeping your pipeline organized and efficient.

Importance of Merging Deals in Pipedrive

Merging deals in Pipedrive is essential for maintaining an organized and efficient sales pipeline. It helps eliminate duplicate entries, preventing confusion and ensuring that all relevant information is consolidated in one place.

By merging deals, you avoid miscommunication, improve team collaboration, and ensure accurate reporting. This leads to better decision-making and a more streamlined sales process.

Frequently asked questions

Learn more about using WhatsApp with multiple agents in your team

What is TimelinesAI?

TimelinesAI is a shared inbox for Whatsapp. With TimelinesAI you can control the communication with your clients and customers.

Does it work with Whatsapp business or personal numbers?

You can connect any type of Whatsapp number.

If I send messages via whatsapp in the mobile application, will they be synchronized in crm?

You can automatically sync all sent and received Whatsapp messages as activities on your CRM. The synchronization happens in real-time. It means that when you or your team send or receive a message via the number connected to TimelinesAI, the activity will be dynamically updated with the new messages.

Does it support group chats?

Yes, TimelinesAI enables your team to reply to regular and group chats. You may try it for free on the TimelinesAI app.

Will attachments (files, photos, videos) from Whatsapp get synced into Shared Inbox or CRM?

Yes, you may send all kinds of attachments from Whatsapp, including voice messages.

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