Clone Deal Pipelines

Hey @JSPrenovost , referring to your comment. I believe what you are running is a so called “seller-agent model”. We have the same model, albeit not in event management.

I would be interested to know what you’re setup is. When you say “kill that pipeline” do you mean “delete”? Do you mind losing all the history for those past events? (Or do you export the data to excel?)

I just launched an idea here (https://community.hubspot.com/t5/HubSpot-Ideas/Archive-amp-clone-Pipelines-for-Seller-Agent-Models-such-as-Real/idi-p/1051051/highlight/true) that suggests both, archiving and cloning, as a solution to this seller-agent model. Feel free to give the topic an upvote.

Also interesting to know might be that @RQuinn9 was recommended to me by @JeannieN as he seems to have set up a way to run a seller-agent model with Hubspot somehow that works well. However, I haven’t been able to get a hold of him yet. Maybe you want reach out to him as well…