Duplicate opportunities can create confusion, inflate your sales pipeline, and make reporting less reliable. That’s why we built a Sage CRM customization that allows teams to merge duplicate opportunities into one original record when they later realize those deals are actually the same.

With this solution, users can select the duplicate opportunity, merge it into the original, and preserve important records like communications and documents. The duplicate is then clearly marked as Cancelled, Closed, and Merged, helping maintain better visibility and cleaner CRM data.

This is especially useful for companies managing complex deals, multiple bidders, or overlapping sales activity in Sage CRM. If you’re interested in learning about how we manage opportunities with multiple bidders, watch our related video here.

👉 Want to improve data quality and workflow inside Sage CRM? Contact us to discuss a custom solution for your team.

Dan Cousins has been managing CRM projects for over 20-years. He and the team at My CRM Manager have distinguished themselves by being incredibly effective at helping companies maximize their investment in integrated CRMs. Dan has routinely been asked to speak at national Sage sponsored events.

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