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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.

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
 

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