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.
Can confirm, this would be ideal. We use one of our pipelines as the vetting process for people applying to join our roster. (new deal is created for a new applicant and moved through the pipeline at the various stages with forms and meetings etc)
We are creating a new separate arm of the business in which we will use the exact same vetting process and having to manually recreate the pipeline and sequences is making me want to claw my eyes out.
It has been now 6(!) (six) years that the community asks the hubspot managers to implement the cloning / duplicating of pipelines. This issue has been ignored by the management of Hubspot all over these years. That's a shame.
I don't need to clone a pipeline, just a Deal. We repeat work for our customers every year or three years, depending on the description. Would be great to be able to clone the old Deal when requoting the repeat work.
I am really surprised that the cloning function has still not been added to deal pipeline. @hubspot please make this happen. You can clone almost anything else in HubSpot now.