This lack of functionality is contributing to the business case to move to Salesforce and another example of Hubspot being good for Marketers but not for Sales teams. The lack of an ability to clone deals with products makes it time consuming and prone to error for moving deals from the Sales team to the Account Management team.
I understand it may be a complex product issue because of the way Hubspot was built but this was raised in 2017 and it certainly isn’t a 4 year complicated issue.
GazEvans I think has put this really well - this is such a fundamental flaw for a business that is scaling that it would prompt seeking an alternative with the CLONE feature.
Joined Hubspot not long ago thinking “Oh I’ll get off the spreadsheets…” only to realize it takes me almost twice as much… Cloning is a feature that you CANNOT deal without ! Especially in a company where some clients may have multiple locations but not all at the same stage !
This is critical for managing my team efficiently… none of the employee will buy into the switch to Hubspot unless it is easier or at least as hard as before… !
We use the Duplicate deal widget from revLABS. And we are quite satisfied the way it works. it is the best alternative for not having the option to clone deals ;-).