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Under review

Is it possible to merge two opportunities?

Thijs Senten 1 year ago in Home Portal updated by Maciej (XTRF Senior Deployment & Training Specialist) 11 months ago 1

One of our clients has requested more or less the same thing twice through the Client Portal. Since it's a bit of a complex, long-term project, I'd like to keep everything together.

Is it possible to get both quotes into the same opportunity?

Answer

Answer
Under review

It is not possible to merge two opportunities for two separate requests, regardless of their origin. 

The only way to treat two offers as options of the same request is by starting from Opportunity and duplicating Offers within it. 

Answer
Under review

It is not possible to merge two opportunities for two separate requests, regardless of their origin. 

The only way to treat two offers as options of the same request is by starting from Opportunity and duplicating Offers within it.