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There are a number of occasions when it will make sense to merge or combine two sales Pipelines into one. Two common examples are:
A sales manager or channel manager may wish to create a sales Pipeline for his area or region that is a summation of all the sales Pipelines of the reps reporting to him. A sales rep may receive a new Pipeline file that contains leads and wish to combine the new leads into his Pipeline of current Opportunities.
Two Pipelines are merged by opening the first Pipeline with the Pocket Sales Manager (New) and then by selecting Tools - Merge Pipeline to select the second Pipeline. The operation will then proceed to merge Pipeline 2 into Pipeline 1.
