Turn on suggestions Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Do you mean 
Community Home Request Access Read Blogs Share Your Ideas Search Community View My Settings

Merge and Move Opportunities

Status: Under Consideration
by on ‎06-18-2010 10:42 AM

It would be nice to be able to merge Opportunities or move them from one Account to another. 

 

We often have the problem that Company A calls us for a system and we open an Opportunity with them.  Then Company B calls us for the same system and we realize that both are bidding on a system for Company C.  If we already have two Opps opened at Company A and Company B we'd like to merge them, and put them all under Company C since that's where the equipment will eventually end up.  Although we may not have direct contact with Company C now, they will be the ones likely calling in the future for spare parts, service, etc. so we really care more about them than the other two and feel the Opportunity really belongs there.

Status: Under Consideration
Labels:
Comments
by Copper Elite Contributor
on ‎07-15-2010 02:46 AM

Actually DQ Global has a bundle (Cleanse for SalesLogix) which can do this.  I think out of the box it can find and merge Accounts, Leads, Contacts and Opportunities but it can be extended to locate, review and merge (including configurable merge rules) for any MainView entity.

 

Regards,

 

James Sutton

by Silver Contributor
on ‎08-11-2010 02:00 PM

What we do is CLONE an opportunity....it's a copy adjusted for the new account that it's being copied to....you can change pricing on the Opp Products or leave it alone....copy Opp Contacts, Opp Users, Opp Products, Notes, etc. or uncheck those options.....It's a copy and paste in one process. If you need the 'merge' side of this then you delete the 'losing' opportunity....  you can clone an opportunity from any other opp, only need to choose one opp...

by Moderator Moderator
on ‎08-02-2012 11:53 AM
Status changed to: Under Consideration
 

We want to hear your cool ideas for enhancing Saleslogix products and services. So add your own ideas or kudo (vote) on the ideas of others here! Watch the most valuable bubble to the top!

I have an idea! How do I get started?

One
Read our submission guidelines.

Two
Search for your idea. If you don't see it, submit a new one!

Three
Provide feedback on the ideas of others by voting with kudos and adding comments.
For more information about using ideas, read this thread.

Four
Track your ideas and those you like. Once you've posted or kudoed and idea, subscribe to be notified via email of the latest updates to the idea. From within the idea, click "Idea Options" which appears above the idea title and choose, "Subscribe to this idea".

Be sure to check back from time to time to see new ideas and status updates!

Here is a quick list of the recent ideas for speedy browsing!
Labels