Can we merge two or more opportunities into one opportunity?
Yes, We can do in Salesforce. We will take one as a primary opportunity and others are merge(secondary) opportunities. After Merging the merge opportunities products are added in the primary opportunity. Finally, we can generate one invoice for all opportunities products.
We will show the demo screenshot,
The Site has a button called “Merge” which is going to merge the Opportunities.
1. Click Merge button
2. The Merge Invoice page will open.We can choose one opportunity as primary and select others are merged opportunities
3. After selecting opportunities click merge.The selected opportunities are merged in Primary Opportunity.
4. Finally, all the merged opportunities products are added into primary opportunity.
Kindly let us know if you have any queries.
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