Cloning a Pipeline

[BMcGee]

I’m reaching out to the community to ensure my searching and Assistant information is correct. We’ve opened another branch office and we want to set up a new Deal Pipeline which would duplicate our existing Enterprise Pipeline. (It’s important to keep this office’s Pipeline seperate)

I don’t think you can clone a pipeline to help recreate the new Pipeline. I hate that it appears I would have to set up each stage, assign all the individaul properties (we have quite a few) for each stage (8 of them).

Before I started this I wanted to check to see if I was missing anything!

[karstenkoehler]

Hi @BMcGee,

This is possible, see here

https://community.hubspot.com/t5/CRM/Pipeline-klonen/m-p/1188365/highlight/true#M159277

Best regards

[BMcGee]

You are the man! I hoped to connect at INBOUND, but I didn’t see you. I’ll give the solution a whirl and hopefully will solve it.

@karstenkoehler So revisiting this as I don’t see the Cloning option the solution speaks of. attached is a screen grab showing only Create New. I tried that to see if I got a further option to Clone and I did not. Am I missing something?

[karstenkoehler]

@BMcGee you should see the option to clone after clicking “create pipeline”. Best regards!

[BMcGee]

It doesn’t give me that option. Only tells me create the name of the new pipeline.

When I enter a name I was hoping it would give me the option, but it did not.

[karstenkoehler]

@BMcGee have you made sure to enroll / request the beta before trying this (see the linked thread)?

Settings → Product updates → Pipeline Cloning. If you’re not seeing it yet, you might have to wait just a bit longer or talk to your CSM.

[SkeeStylus]

Its now out of Private Beta and now public but you should be able to see this option now when you Opt-In to the Beta.

[BMcGee]

Thanks! Karsten had pointed me that way as well and we’re in the beta. Big time saver!