Merged Deals Field Selection Option

Geoff Wilkie
Geoff Wilkie Posts: 27
10 Comments
edited July 2022 in Ideas and Product Feedback #1

Hi Pipedrive,

Is there a plan at all to be able to select individual fields to keep when merging deals and contacts?

We have deals and contacts that get duplicated due to the way they come in as leads and we want to be able to choose which field data to keep when we merge them as sometimes one deal gets used over the other, but the data in the unused deal is still important and relevant.

Thanks

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  • Mike van der Valk
    Mike van der Valk Posts: 4,052 PRODUCT MANAGER
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited January 2021 #2

    Hi @Geoff Wilkie 

    I unfortunately can't say if it's in the plans but I'm going to make sure this suggestion is seen by our team, thanks for sharing!

  • Nadia Dookhie
    Nadia Dookhie Posts: 6
    edited July 2021 #3

    We would really like this option as well.  In addition we would like the option of which files to preserve on the merged deals.

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