Opportunity Merge Settings

On the Opportunity Merge Settings tab, you can determine which fields have to be merged to the matter. You can set the default option here of the experience data to be copied to the matter, so you do not have to check/uncheck fields each time when merging the opportunity to a matter.

Merge Options

Check the box for Restrict merge to the opportunities that has pricing modelto restrict Opportunities without a pricing model to be merged to a matter.

Checked By Default

The fields selected here will be checked by default in the Merge to Matter dialog window. The other fields in the dialog are also enabled for selection, but will not be selected by default.