Cloning a Deal

Not sure if others are experiencing the same issue. I did try the record cloning beta, with specific attention to the ability to clone deals. However, in trying the cloning tool, I realized that I’m unable to use this feature because in our system, line items are required fields when creating a new deal. I temporarily removed line items as a required field when setting up a new deal, and now the button to clone is not greyed out any further, meaning that we cannot have line items as a required field for recording cloning to work.

This is a big disappointment for us, and we hope that your team considers changing the functionality so that if line items are required as part of a system-wide deal creation process, the cloning feature can still work.