Dec 12, 2019 2:39 PM
Dec 17, 2019 7:47 AM
Hi @OliviaRoberts ,
no i don't want to move a deal. I raelly want to copy a deal (except some property values). I know i can create a new deal by workflow and copy property values from the old deal to the new one within the workflow. But i found no way to copy the associations.
According to you there is no way to do it?
Feb 16, 2021 5:25 PM
Thats a pity. Is this on the roadmap?
Copying a deal is essential to how we work.. we create quotes and copy it (with its multiple line items) and make minor variations, so the client may end up with 10 quotes all slight variations of the original.
Doing this all by hand would be a nightmare!
I know I can (probably) achieve this with an external server running some API calls.. but having this basic functionality built in would be ideal.
Feb 17, 2021 4:28 AM
Thank you for reaching out.
This is not possible at this stage within HubSpot, I'd recommend upvoting this Idea in our Ideas Forum regarding this. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes and get updates from the Product Team.