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Merge Deals

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Maria Herrell
Updated 1 month ago
Merging duplicate deals helps keep your Pipeline CRM account organized and ensures all relevant data is preserved in a single record. This guide walks you through the process, step by step, so you can confidently merge deals without losing important information.

Before You Begin

  • Permission Required: Only users with the Can merge records permission can merge deals. If you don’t see the merge option, contact your admin to enable it.
  • Important: Merges are permanent and cannot be undone.

Steps to Merge Duplicate Deals

1. Choose the Primary Deal: Navigate to the deal profile with the most complete information. This will be the record you keep.

2. Start the Merge: On the chosen deal profile, click the Actions button, then select Merge.


3. Find the Duplicate: Search for the duplicate deal in the dropdown. Click its name to select it.

4. Review and Confirm

  • The deal being removed appears on the left; the deal you keep is on the right.
  • Double-check all details. Merging is forever—there’s no way to un-merge.

5. Complete the Merge

Click the Merge button at the bottom of the page. To cancel, click the X in the upper right or select Cancel.

What Happens After Merging?

  • All Activities, Tasks, Events, People, Company name, and Files from the duplicate are transferred to the primary deal.
  • The merged record will have a complete history from both deals.

Troubleshooting & Tips

  • Can’t find the merge option? Ensure you have the correct permissions.
  • Accidentally merged the wrong deals? Unfortunately, merges cannot be undone. Double-check before confirming.
  • Not sure which deal to keep? Always choose the record with the most complete and accurate data.
Need help? Contact support at [email protected]. 
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