Merging Duplicate Leads/Opportunities
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E
Eden Choubeta
With the AI tools at your disposal, adding a function to merge opportunities should be easier than ever. There should be a slew of "test phase" tools/functions that are there mainly to help admins clear up errors caused by their set up.
There should be a class of actions an admin can take that don't make usual sense, unless you look at the kind of mess someone can get into due a poorly made workflow or poor data flow design.
I shouldn't have enabled duplicate opportunities, and now to correct a workflow error I have to manually transpose data to a "master" opportunity before deleting the others.
S
Sales & Marketing
Merged in a post:
Merging multiple pipelines
J
Jimmy Huh
Sometimes it is necessary to merge two pipelines for ease of work. So we would request to add an option by which we can merge the pipelines easily.
J
Jolene Wiggins
This is important to handle erroneous duplicate opportunities without losing important data, like notes or meeting history, captured on each record.
J
Jaysin Anderson
I 100% agree! My pipeline and metrics are all off because a new opportunity gets created when two people from the same company join my Calendly meeting. We should be able to combine those into a single opportunity.
A
Andy Nathan
Definitely need this
F
Frank Obregon
HighLevel Support -- has this even been looked at?
F
Frank Obregon
I can't believe this only has 103 votes.
Well, 122 if you merge it with this duplicate post lol:
c
celver Putian
Please check this one. Issue with regards to Double purchases. This is a critical issue that may cause stripe shutdowns due to chargebacks and disuptes.
P
Pallavi Kothari
Merged in a post:
merge two or more pipelines
m
marcello@facialmaniamedspa.com
HIGHLVL-I-2284
P
Priya Jain
Please like this thread
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