Deal merge

1 min read

December 30, 2019

Last updated: April 12, 2024

Dear Bitrix24 users,

Today we'd like to introduce a new useful option - Deal merge - that has been added to your Bitrix24 accounts.

We've added a new way to merge duplicate records in Bitrix24 CRM. If you have multiple sales people working in the company or you communicate with clients through different communication channels, you may sometimes need to merge several deals. For example, a client may have sent an email to you about buying a shirt, and then called you to specify the color or ask additional questions. As a result, you have two deals relating to the same client and product.

Now you may simply merge deals with all data stored inside a merged deal.

For more information with a step-by-step instruction, please see this article.

The deal merge option helps you keep your CRM system clean and organized.

Happy customer relationship management,
Your Bitrix24 team

Most Popular

Bitrix24's Seamless Drive Integration and Collaborative Editing Explained

Beyond the Click: How Bitrix24 and Google Docs Integration Enhances Team Collaboration

Inside Teamexpansion's Transformation: The Role of Bitrix24's Innovation Commitment

Managing Leads with Mobile CRM: A Guide to Staying Connected

Effortless Connections: Unleashing The Power Of Bitrix24's Client Communication Automation Rules

Free. Unlimited. Online.

Bitrix24 is a place where everyone can communicate, collaborate on tasks and projects, manage clients and do much more.

Start for free