How do I merge the Deals in Vtiger CRM?
You can merge deals into one in Vtiger CRM by following these steps:
- Log in to the CRM.
- Click main Menu.
- Select Sales > Deals. The Deals List View opens.
- Select the Deal records you want to merge.
- Click More.
- Click Merge. The List Record Merge window opens.
- Select the record fields.
- Click Merge.