Our reps like the new cloning feature. We mainly use this for deals.
+1 on recurring themes 3 and 4.
The need to copy all propreties (and exclude some properties as an admin configuration)
The need to copy all associations & activities beyond what’s been configured in the record creation
I cannot utilize a workflow workaround for above…
Record source contains “Record Clone” and Record Source Detail 1 contains the Cloned Deal Name. Using the property match beta I can include the cloned deal as a data source. However, the properties I would update AFTER deal create are required AT deal create due to pipeline rules.
So my reps would have to manually re-enter most of this data when cloning. For that reason, I think it would be very beneficial to have some sort of form shortening capability on record create.
