Widget helps to merge duplicate transactions in Kommo. It solves the problem when a client leaves several requests from different sources.
Install
For every 30 users
First 7 days - free period
$300 a year
Widget options
The widget is designed with your requests in mind and can be supplemented to suit your task
Merge current duplicate leads
Merges only necessary or all duplicate leads that are currently in your Kommo account
Merging new duplicate leads
Merges all duplicate leads that appear in the system after creating or editing cards
History of associations
All history on one screen: - find out by what parameter the double was merged - number and status of merges for the required period - search for the required merge - report by source
Flexible settings
Select the required stages and exclude the stages that are not required from the associations. Select the main deal - for example, the one closest to the right stage. And many other settings
Merging in the "Unassembled" stage
The widget can not only aggregate deals, but also requests that are in the "Unsettled" stage.
Advanced settings
A large block where you can add additional merge conditions, conditions for selecting the main transaction and conditions for selecting the fields to be written to the final transaction. Selecting the priority of funnels.
System notification and cancellation of the merger
Will issue a standard Kommo system note about the merge in the transaction card with an option to cancel it
Automatic action
Performs post merge actions: add note, set task, change responsible in related entities
You don't want to merge?
The widget will automatically tag duplicates with a tag without merging them
Have more questions?
Fill out the form and we will contact you and help.
I worked at Kommo back in the days when there were only 10 people there. In addition, I worked as a manager in the TOP 3 among Kommo partners. This allows us to know a little more than others.