Merge delas un pipedrive
Hello pipedrive team,
I need help with the next issue, how can I merge the deals in pipedrive for example when a company buy other?
Awaiting for you soon answer.
Kind Regards,
Rodrigo Vásquez
Comments
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Hey Rodrigo,
This is Diana from Pipedrive Support Management Team - nice to meet you
You can merge two deals on the three dots on the top right corner of the screen. You can also check this article https://support.pipedrive.com/hc/en-us/articles/360000809337-Merge-duplicates or reach out to our chat support for further info. Pipedrive support is available 24/7 at support@pipedrive.com and on the question mark on the top right corner of the screen. Hope it helps Rodrigo0 -
Diana said:
Hey Rodrigo,
This is Diana from Pipedrive Support Management Team - nice to meet you
You can merge two deals on the three dots on the top right corner of the screen. You can also check this article https://support.pipedrive.com/hc/en-us/articles/360000809337-Merge-duplicates or reach out to our chat support for further info. Pipedrive support is available 24/7 at support@pipedrive.com and on the question mark on the top right corner of the screen. Hope it helps RodrigoHello Diana, how are you today?
Thank you very much for your help and info.
How can I get permission to merge organizations in my pipedrive? I tried to merge duplicate companies but I don't have the permission to do it.
Thank you!!
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