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How do you duplicate a Deal?
SOLVEMay 12, 2017 12:33 PM
I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.
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Accepted Solutions
May 12, 2017 1:08 PM
Hey there esundance, yes you can do this by setting up a workflow. If you do with a workflow, you just have to monitor a field on the Deal (so perhaps you have another workflow that sets a value in a certain field when the contract is up), and then the workflow action step can be to create a Deal.
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May 12, 2017 1:30 PM
Hey @esundance unless you are also using Marketing Pro or Enterprise, @Trumeter's solution won't be available to you.
At this time, Sales Pro does not allow you to duplicate deal records.
Could you tell us what your use case is here? There might be a different approach to acheiving your goal.
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