Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First navigate to the Deals tab in the left sidebar
2. Find the deal you want to merge
3. Then click the "more options" (three dots) in the top right corner of the deal details
4. Next select "Merge" option from the dropdown menu
5. Use the search bar to find the deal you want to merge with the current one
6. Click on the correct deal from the search result
7. Review the differences and choose which data to keep if there are any conflicts
8. Click the "Preview" button to review the merge
9. Click the "Merge" button to complete the merge
10. The deals will now be merged into one
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Why should you use this feature?
Pipedrive is a dynamic CRM designed to supercharge your sales processes with ease and efficiency.
The ability to merge deals in Pipedrive ensures you maintain a clean and organized sales pipeline by easily combining duplicate deals into a single, cohesive entity.
This feature reduces clutter, minimizes confusion, and empowers your sales team to focus on progressing deals rather than managing data discrepancies.
By streamlining your workflows, merging deals in Pipedrive enhances clarity and boosts your overall productivity.
Last update
December 8, 2025
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