![App of the Week – Opportunity Merge Component]()
by Mike Walsh | Feb 20, 2020 | Blog, Salesforce-Apps-AppExchange
Dealing with duplicate leads can certainly be challenging, but what about similar or duplicate opportunities? Duplicate opportunities can be just as much of a problem, if not more so, because you run all sorts of billing and contractual risks. This lightweight component allows you to combine opportunities related to a single account, keeping your sales organized, and your pipeline clean and fresh.
Opportunity Merge merges identical Opportunities of an Account and helps in cleaning up duplicate Opportunities. It allows users to select one opportunity as Master Opportunity out of the two selected records.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Aug 22, 2019 | Blog, Salesforce-Apps-AppExchange
Do you have multiple salespeople working with the same clients or accounts? Or maybe you have deal terms regularly changing and so end up creating lots of opportunity records in Salesforce. Either way, the Opportunity Merge app will save you a lot of time and headache. With this app from the AppExchange, you can quickly merge multiple Opportunity records and keep a much cleaner and better system of record.
“Opportunity Merge merges identical Opportunities of an Account and helps in cleaning up duplicate Opportunities and allows users to select one opportunity as Master Opportunity out of the two selected records.”
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
