How To Merge Deals In Pipedrive
- Log In: Access your Pipedrive account.
- Navigate to Deals: Click on the "Deals" tab in the main menu.
- Select Deals: Check the boxes next to the deals you want to merge.
- Click on More Options: Find the "More" button at the top of the deals list.
- Select Merge: Choose the "Merge" option from the dropdown menu.
- Choose Primary Deal: Select which deal will be the primary one after merging.
- Confirm Merge: Review the details and confirm the merge action.
- Check Merged Deal: Verify that the deals have been successfully merged.
