How to mass duplicate one deal and assign it to companies

Smart CRM & Sales Hub Sales Hub Tools
1

We want to set a goal to get our customers to sign their 2024 renewal contract. We’d like to do the following. Anyone know how we can do this?

Clone 1 deal into many (ie: 1,500) and then assign one of the newly cloned deals to a designated list of companies/customers (ie: 1,500)

Thanks,

Kate

2

Hi @Glodeka,

There’s a more straight forward way to achieve this. It looks like you’re on a Professional subscription so here’s what you could do:

  1. Create a workflow to enroll your customers – presumably companies, so you would create a company-based workflow.
  2. Use the “Create record” workflow action to create a deal with your desired parameters (amount, close date, assignee etc).

In other words, you wouldn’t be creating one deal and duplicate it. You would tell a workflow which pattern to follow when creating the deal 1.500 times.

Let me know if you have any questions about this!