Merging Bookings is a NON-REVERSIBLE PROCESS. Please be absolutely sure that you want to complete this action before proceeding.
That being said, merging Bookings is a simple process, but it is important to understand the implications of your actions, as there is the potential of losing unforeseen data if you are not careful.
Article Terminology
For our purposes, we will refer to 2 different Bookings in this article:
"THE BOOKING" --> This is the Booking you plan to keep
"THE MERGED BOOKING" --> This is the Booking that is being merged into the other (and will eventually be deleted)
How your various data points will behave
If the following data-points are not present in THE BOOKING, they will be overwritten by the corresponding data points from THE MERGED BOOKING:
Organization
Contact
Pipeline stage
Deal value
Inquiry date
Lost date
Definite date
Archived at
Referral source
Start time
End time
Conversely, if the above data-points are present in THE BOOKING, the corresponding data in THE MERGED BOOKING will be permanently deleted.
The following data points will be transferred from THE MERGED BOOKING to THE BOOKING in addition to any information that is already present:
Notes
Tasks
Incoming and sent emails
Text messages (Legacy feature, not available on new accounts)
Resource attachments
Automations (Legacy feature, not available on new accounts)
Invoices
Documents
Events
How to Merge Bookings
Open the Booking you want to keep
Click on the Actions dropdown on the top-right side of the Booking Summary page
Click Merge from the dropdown
Select the Booking you want to merge with from the dropdown that appears
Select Merge
Select the Booking you want to merge from the dropdown
Click Next
Use the button selections to choose which values you want to keep
Click Merge
The Merged Booking column shows the values brought over after merging.
Hint: The values that have different information are highlighted in yellow. The values which don't have conflicts are highlighted in white.