CRM

Deal merge

Deal merge
Oksana Bednenko
December 30, 2019
Last updated: December 29, 2020
Dear Bitrix24 users, 

Today we'd like to introduce a new useful option - Deal merge - that has been added to your Bitrix24 accounts.

We've added a new way to merge duplicate records in Bitrix24 CRM. If you have multiple sales people working in the company or you communicate with clients through different communication channels, you may sometimes need to merge several deals. For example, a client may have sent an email to you about buying a shirt, and then called you to specify the color or ask additional questions. As a result, you have two deals relating to the same client and product. 

Now you may simply merge deals with all data stored inside a merged deal. 

mergedeals3.jpg

For more information with a step-by-step instruction, please see this article.

The deal merge option helps you keep your CRM system clean and organized.

Happy customer relationship management,
Your Bitrix24 team

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Deal merge