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Hello,

We have started using CRM and identified that we have had situations where two users enter the same opportunity themselves (making 2 opportunities), we’d like the ability to merge these opportunities and everything associated to it into one opportunity. 

 

Thanks,

Carrie

Hi Carrie,

In current design of the application (even in APP10 UPD 10) you cannot merge 2 business opportunities.

Anyway you can raise a support  case toward IFS and ask if this can be implemented as a bug or as a new development.

/Anushka

 


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