Quick summary
Merging deals in Pipedrive lets you consolidate duplicate records into a single deal without losing important data. This step-by-step walkthrough shows exactly how to use the Merge feature to keep your pipeline clean and accurate.
Steps
- Open the Deals tab from the left sidebar menu.
- Locate the deal you wish to merge — typically a duplicate entry in your pipeline.
- Click on the deal to open its detailed view.
- Click the three-dot icon at the top right to access more options.
- Select Merge from the dropdown menu.
- Use the search bar to find the deal you want to merge with the current one.
- Click the appropriate search result to select it as the merge target.
- Review the differences and choose which data to keep in cases of conflicting field values.
- Click Preview to review the merged deal before confirming.
- Verify the merged preview and click Merge to confirm and complete the merge.
- Your deals are now successfully merged into one record.
