Question

CRM - Merge Opportunities

  • 6 October 2020
  • 1 reply
  • 58 views

Userlevel 3
Badge +6

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


1 reply

Userlevel 6
Badge +15

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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