Would be great to be able to clone Deal Pipelines or have Deal Pipeline templates as many of our pipelines are similar and now we are manually reacreating pipelines that are simlar or identiacal to other pipeleines.
Echo as well. Sounds like a no-brainer to have a clone option for deals.
Maybe there's a better way to handle my situation? I work in education and we sell services to libraries & schools. Our services for each client end during different times. So for example, we may run a one-day workshop every month at a local school. It'd be great to create a deal, clone it twice, and edit these three deals almost like three separate line items that end at different times.
I'm thinking cloning would solve this, unless someone has a better idea?
Agreed -- everyone in our office would appreciate a deal cloning feature. When we book the same program for multiple delivery dates, we need to create a new deal for each one (for reporting and invoicing purposes) but all the info is the same except the delivery date.
It would be great to have a button to duplicate a deal in CRM. Here is the use case: 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.
Agreed, we have mutiple deals running at the same time with most of our clients. It would save significant time for us to be able to duplicate a deal and change the small amount of information that is varied.
We would really like the ability to clone or duplicate an existing deal. For example, when a customer buys a new subscription they get a subscription expiration date where send them renewal quotes. I'd like to clone the existing deal to form the basis of the renewal deal. This is a very prominent feature in other CRMs and even other areas of Hubspot. The ability to clone a record is often an invaluable time saver.
Agreed.. Many properties are similar in the pipelines. Would be great if we had a clone feature. Editing would be easier than creating a pipeline from scratch
Same here. We really need this feature. We create 1-2 pipelines every month and they quite extensive (12 stages and various properties for each stage).
I just need the ability to clone a deal - how can that be so difficult? Had to resort to Zapier integration and "cloning" by creating a new deal via the api and copying in the fields I wanted and modifying as needed. When we had Zoho CRM I could do this through their workflow rules and by a creating custom function. The Hubspot workflow really needs to beef up capabilities in terms of actions that make changes to (or are based on) deal properties. The options now are very limited.
