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Merge Duplicate Opportunities
How to combine duplicate opportunities in TrustPager without losing any related records — activities, tasks, bookings, documents, form submissions, signing envelopes, and more.
Over time, every CRM accumulates duplicates — an enquiry submitted through your contact form and a separate one entered manually, a booking from a new lead who already had an opportunity in your pipeline. Until now, the only way to deal with them in TrustPager was to delete one. The problem with deleting is that it takes the data with it: activities, tasks, bookings, documents, form submissions, signing envelopes, assigned team members, line items — all gone.
Merge solves that. It combines two or more duplicate opportunities into a single winner, and transfers every related record across. Nothing is lost.
Who can use Merge
The Merge button is visible to users with both write and delete permissions on opportunities — that covers workspace admins, client admins, and client editors. Viewers do not see the button.
How to merge opportunities
Open the opportunity you want to keep (or any of the duplicates — you can change the winner inside the modal). The Merge button sits in the action bar at the top-right of the page at https://app.trustpager.com/crm/opportunities, between Copy Data and Delete. Click it to open the Merge modal.
- Review auto-suggested duplicates. When the modal opens, TrustPager scans your workspace for likely matches — same contact, same account, similar name, created close together. Each candidate shows a match score (green for a strong match, amber for a likely match) with a plain-English reason like "Same contact + identical name" or "Same customer + similar name."
- Search for any opportunity. If the duplicate you're after isn't in the suggestions, use the search bar to find it by name.
- Select the duplicates to merge. Tick one or more. You can merge as many as you like in a single pass.
- Pick the winner. Once you've selected duplicates, all the candidates — including the opportunity you started on — appear as cards. TrustPager automatically highlights the strongest one (based on status, pipeline stage, recent activity, and number of related records) with a trophy icon. Click any other card to make it the winner instead.
- Choose what to transfer. Every category of related data has a toggle, defaulted on. The badge next to each toggle shows how many records would move. Turn a toggle off if you'd rather leave that data behind (it will be deleted with the duplicate, not moved). Categories with zero records are shown greyed out.
Available toggles: Append notes, Combine tags, Pipeline placements, Additional contacts, Assigned team, Line items, Activities, Tasks, Signing envelopes, Form submissions, Bookings. - Merge. Confirm, and TrustPager works through each duplicate in sequence — re-parenting all opted-in records onto the winner, appending notes if toggled, unioning tags, then deleting each loser. You'll see a confirmation like "Merged 3 duplicates. 47 record(s) transferred to the winner."
A common example
A client submits a booking through your website. Your intake form also creates a new opportunity. A week later you notice you have two opportunities for the same person — one from the form with the booking attached, and an older one with all the notes and tasks from your initial conversations. Open either one, hit Merge, select the other, and transfer everything across. You end up with one clean opportunity that has the booking, the notes, the tasks, and the full history.
What does and doesn't transfer
Everything listed in the toggles transfers to the winner. The one exception is point-in-time logs — email logs, webhook delivery logs, and platform trigger logs stay attached to the soft-deleted duplicate. These are historical records tied to the moment they were created, not active business data, so they don't need to follow the winner.
Tip: Not sure which opportunity to make the winner? The system picks the strongest one automatically, but you're always in control. Click any card to flip the winner before you confirm.
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