Merging Multiple Deals to a Single Customer Record | Voters

Merging Multiple Deals to a Single Customer Record

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Grace Nemmers

Like being able to merge like customers, there should be an ability to merge deals that are under one customer/profile instead of having to kill them. That way they stop showing up in multiple stages in the pipeline, but it doesn't record as a killed/dead deal in the system.

Canny AI

Merged in a post:

Bring back the ability to Re-Sync deals instead of the duplicate deliveries.

Shane Whitehead

The new process for merging duplicate deliveries is leading to more headaches and work than is needed. Currently if I have a deal that doesn't get merged properly prior to being capped in the finance office it will create a duplicate delivery. Should be able to just merge it back to the correct profile correct? No, we have to dead the duplicate deal out and have the original deal pushed to finance and have it capped.

Under the old system I could simply unsync the deal, merged the two deals together, and resync. It took all of 2 mins. Please bring back the old system and get rid of this new "duplicate deliveries".

David Lawrence

Not only merging them but being able to "mark" who the primary driver is would be great as well. This would make it easier to decide who to make future contacts with.

Jack Johansing

YES please.

Jacob Coleman

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Natalie S

Agreed! I just had a deal sold to a couple who each put in leads on the same car, which created two “deals”. Now I have a sold and a visit remaining on a delivered deal.

This occurs when a co-buyer is added to the deal also and seems like a simple thing to streamline on DriveCentric’s end!

George Lawton

This is a much needed feature

Jacob Coleman

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under review

Caitlyn Wetherald

Jacob Coleman Still crossing my fingers on this one 🤞🤞 Our customer cards are a MESS. Marking something 'bad lead' may remove it from reporting, but it's still in the middle of our customer interactions and makes the order of events really confusing.

Jacob Coleman

Hi Grace, thanks for the feature request! We're going to review this one internally, and you'll receive any updates automatically!

Tera Dennis

Yes! We need this ability. Merging deals is a much cleaner and easier way to make sure all notes and information stay with the deal. Please add this ability!

Jennifer Dias

Agreed. There are plenty of instances I come across where we have to dead deal something as "other" and then type in the notes "Duplicate". Would be better and cleaner to have a permission based merge ability for these when it involves a duplicate for a delivered deal especially.

George Lawton

Jennifer Dias preach

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