CRM On Demand - Administration (MOSC)

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Is there a way to Merge Opportunities, similar to Accounts??

edited Nov 26, 2016 4:00AM in CRM On Demand - Administration (MOSC) 1 commentAnswered

We have an issue where an opportunity is already created then a Lead was created and converted for the same business.

So we now have 2 opportunities where only one is needed or required.  Looking for a method to Merge the New Oppty with the existing Oppty and wondering if this is possible in any way.  Otherwise we will have a converted Lead, not receiving any activity as it should be additional information under the original Oppty that was created first.

Any suggestions would be greatly appreciated.

Regards,

Karen Schneider

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