Olá! Nós temos uma Comunidade em Português!

How do you duplicate a Deal?

resolver
Highlighted
Mitwirkender

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.

2 Solução aceitas

Soluções aceitas
Highlighted
Regular Contributor | Platinum Partner

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.

Highlighted
Anonymous

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. 

15 Respostas 15
Highlighted
Regular Contributor | Platinum Partner

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.

Highlighted
Anonymous

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. 

Highlighted
Sachkundiger

I have a use case for this - we establish 3 or 6 month contracts with our clients. Near the end of each contract we inquire about the possibility of extending for another 3 or 6 months. The new deal is almost identical to the old one (i.e. the description, contacts, etc, is pretty much the same) with the only real difference being a different close date.

 

So, it would be nice to be able to just take the current deal and hit a button to 'duplicate' it.

 

Thanks!

Highlighted
Mitwirkender

Hi @Anonymous,

I don't require long-term contracts so my work is on a month-to-month basis. Having the ability to just press a "Duplicate" button would be nice.

Highlighted
Anonymous

Hey @A2Ben I'd definitely reccommend posting the above to the Ideas Exchange if you haven't already - this is something we can all then vote on Smiley feliz

Highlighted
Sachkundiger

Will do. Thanks!

Highlighted
Mitwirkender

If you are in the Deal, there is an Actions button with drop down arrow, yet no Clone feature so that you can then just change something like the date  

 

Why are the some of the most basic common sense features not standard in Hubspot??

Highlighted
Berater

We'd also like this feature and/or be able to create a recurring deal each month

Highlighted
Anonymous

Make sure to vote for the feature request in the Ideas Forum folks! @JOHL @esundance @A2Ben @Trumeter do either of you have a link to the ideas requst?

Berater

I've been unable to find this as a feature request but it seems as though load of us are struggling with the same issue.

 

we'd like to be able to:

 

1. duplicate/ clone a deal

2. create reoccuring deals

 

and some people would like to be able to;

 

3. split a deal eg: total annual deal value split into monthly deal amounts

4 create reoccuring deals with variable amounts

 

Would it be worth looking at how these are handled by an accountancy software such as Xero?

 

As a separate issue;

 

The deal function doesn't really fit into any SME's workflow because the actual payment of an invoice can only ever reconciled with accountancy software such as Quickbooks, Sage. Xero etc and there's no point in duplicating out workload by:

 

a. creating a deal in Hubspot

b. creating a deal in our accountancy software

c. when the money is paid into the business bank account we then have to manually go back into the deal in hubspot and mark as closed.

d. This becomes a pointless task when;

- we're having to do this every month on recurring deals

- the deal pipeline in the accountancy software automatically reconciles the money with the deal.

 

James

Highlighted
Berater

Not sure why this idea is marked as resolved, as workflows address recurring deals, but doesn't address the underlying ask here. You should be able to duplicate and/or clone a deal in your database. We often have customers who have large tranches of deals, (20+) that are almost identical in characteristics. We track them separately, as they would close separately. IT would save us a tremendous amount of time if you had the ability to duplicate/clone and then update accordingly. 

Highlighted
Koryphäe

Solved (with slight modification): https://community.hubspot.com/t5/Lists-Lead-Scoring-Workflows/How-to-copy-HubSpot-Deal-Properties-to...

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context -- see Marketing Hub Enterprise 2020.

 

Hope that helps.

 

Best,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

Responder
0 Avaliação positiva
Highlighted
Berater

I think I have a fairly good workaround.

Essentially I have created a workflow that generates a deal from a contact and copies across all the key fields (I obviously had to have duplicate field tpes in the contact and the deal).

When I need to duplicate the deal I just run the contact to deal workflow again.

Highlighted
Community-Manager

Thanks for sharing @JasonTisdall!


Did my post help answer your query? Help the Community by marking it as a solution
Responder
0 Avaliação positiva
Highlighted
Sachkundiger

what happens there are multiple contacts stemming from the original deal?

Responder
0 Avaliação positiva