How to create and clone a deal?
I just started being a hubspot customer and had questions regarding deal workflow.
A deal in our company is as follows: There are 3 products that go into the deal and each have their unit price (I have set them products accordingly). A client signs a 6 or 12 months contract with us. Each month they tell us their demand, which determines how many units of the individual products go into the deal for that month. The number of units will vary from month to month.
While I know how to create a deal, would anyone have suggestions on how to represent nicely in Hubspot workflow? As of now, I have decided to create a separate deal for each month.
This brings me to second question: I couldn't see a way of cloning an existing deal. Can someone point me to it?
Thanks for your help in advance