How can you merge two opportunities

We have a duplicate opportunity and would like to merge the two. Anyone know how we can do this?

Thank you

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Comments

39 comments
  • I would like to see this feature added also

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  • I would love this feature, too. Pretty please make it happen, Team Insightly!

     

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  • Another vote from me! We occasionally have two opportunities that are for the same project but entered by two different people, it would be useful to be abel to merge them to keep things tidy and reporting accurate

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  • A vote from me.

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  • We run into this regularly too and I would love to see this feature added.

    Thank you.

    Andrew

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  • Same here.  Here's the issue: When an opportunity comes in, I use insightly to record the opportunity and track it.  I then do my thing and create a porposal in proposable. Proposable then sends dumplicate opportunities into insightly.  I know is is a proposable issue, but I really like both softwares and merging duplicate opportunities is a great fix for this issue

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  • We'd like this feature too! One opportunity can lead to another and it's good to have the full trail on the one that finally converts.

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  • This would definitely be helpful to us!

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  • I would like to do it too!

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  • Yes, I would like to do it too! Please create this feature.

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  • Agreed, this would be a nice addition, we occasionally get duplicate opportunities, and it would help to keep the systems tidy

     

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  • Upvote for this topic. Any movement on this? Is Insightly considering adding this feature anytime soon??

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  • Needed

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  • Any news?

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  • Totally wants this too. For us who work towards construction projects it happens all the time that one won opportunity evolves into several new opportunities. This would allow us to log them all under one Opportunity that can generate several projects. 

     

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  • I'm with Rickard. I use Insightly for real estate opportunities with a possible outcome for a construction project. The lack of a merge feature for opportunities is a major hangup for our company.

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  • two years of requests from multiple users....  is this happening?  

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  • yes please

     

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  • Yes that would be a great function to have since its hard attached old emails and notes etc..

    Let us know !

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  • This feature would be very useful. Please do add it.

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  • +1 

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  • Count our vote in too! Very needed

     

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  • .... yeah.. how many more votes do you need?

     

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  • Is this possible, Insightly? Any update?

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  • @Kate & @Webberm - Thank you for letting us know!

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  • Thanks for adding your comments, everyone. While you're here, vote up the ideas that matter to you. These votes tell us what suggestions our customers feel are most important. Thanks! 

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  • Oh wow, that sends up a warning light against using Proposable!

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  • Not really. Proposable is awesome and if you don't use the integration, you can always attach a pdf or link in Insightly

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  • +1  We've been waiting on this for two + years.   It is stuff like this that is causing my company to look at other options.  Too bad as I like Insightly and have been defending it. Please make this change as well as fixing the bug where only the primary linked contact is included in the report as opposed to all linked contacts.  Thanks.

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  • This is a really important feature and i'm shocked a) it's not there in the first place, and b) not implemented after so many people calling for it. A CRM system across big teams (even just a few people) can cause the same opportunity to be created twice resulting in the need for this feature. Or what started as 2 opportunities evolving into one bigger one. Come on guys, start being professional.

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