01-13-2011 09:09 AM
Is it possible to merge two opportunities? The business case is that the same opportunity was entered seperately with some history on each one. Once discovered, it would be better if both opportunities could be merged.
I used the term copy because that is what we do for contats under tools.
And, without a third party program, of course.
Thanks in advance to the guru's who support this board.
01-13-2011 11:11 AM
I'ved asked about this before and the answer was no it is not possible -- it's only possible for contacts. but I'm interested to see if there really is a way or not...
01-13-2011 02:28 PM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
01-15-2011 08:20 AM
01-15-2011 08:44 AM
Well good morning Mike.
You always do a great job in explaining issue in details that make a lot of sense. I guess it is a lot like the difference in knowing where to put in the gas (me) and what happens when gas goes through the car's system to produce motion (you).
01-15-2011 09:35 AM
01-16-2011 07:43 PM
You could copy and past from the histroy to the correct opportunity or purchase a copy of Oakmerge as it can do this if you have a lot to do.
01-16-2011 07:46 PM
01-30-2011 10:01 PM