CRM

Augustus
Top Contributor

Copy an existing deal

SOLVE

We have a user case where we need to create copies of existing deals (when we lose a deal, we want to create a new copy to put into a separate pipeline to watch for future opportunity).


Is there a way to copy over the details of a deal into a new deal record?

1 Accepted solution
Jnix284
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Copy an existing deal

SOLVE

Hi @Augustus, the easiest way to do this is with Clone Attack - it would require a paid plan to clone via automation, if you're doing this a lot it's well worth it.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

View solution in original post

5 Replies 5
JohnMaret
Participant

Copy an existing deal

SOLVE

@AugustusHello, just to provide you with some options and diversity, please take a look at CloneNer which also automates that process.

 

Best, Jo

Jnix284
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Copy an existing deal

SOLVE

Thank you for sharing @JohnMaret, will definitely check this out too!

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

Jnix284
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Copy an existing deal

SOLVE

Hi @Augustus, the easiest way to do this is with Clone Attack - it would require a paid plan to clone via automation, if you're doing this a lot it's well worth it.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

Augustus
Top Contributor

Copy an existing deal

SOLVE

Thank you, that worked great.

Jnix284
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Copy an existing deal

SOLVE

You're welcome @Augustus, happy to help!

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

0 Upvotes