Cloning a Deal

[cfleishman]

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! 

Update from @JoeMayall: Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of June 10th, 2020, we estimate this thread has around 500 upvotes. I'll continue to update this count as the thread receives upvotes."

[vanessahunt]

I added a reply here in July 2020 (repeated below) and am a little surprised it's still not available natively in HubSpot for our clients. I appreciate there are add-ons, but looks like there are many clients with the same need. Please please HubSpot, can't we have a new Action for this? 🙏🏻

>>>

I'm looking for similar Clone functionality as you have in Salesforce too. This is a pretty common requirement in any CRM.

I'd like to be able to duplicate a Deal and at the same time select whether I wish to copy the Products attached to it too. In Salesforce you have a 'Clone with Products' and a 'Clone without Products' to achieve this. It would be great to have this capability in HubSpot too of course.

[PHURLEY]

our company still requires this feature.  Please respond Hubspot!

[bsjut]

+1

[MPasanen]

It would be great to be able to clone a deal, especially when managing renewals

[SWoodman]

Can not believe this is still not a feature! Please make it possible, Hubspot.

[VitaliyH]

I would recommend  CloneNer application. Pretty handy. 

[HSpotter2412]

We should not have to pay for a 3rd party app just to get a basic feature that is availabile in all other CRM's. This is insane. 

[PHURLEY]

agree HSpotter2412.......thank you!

[RFogliani]

Yes, as it is currently designed, you can only enter a single deal. If you want to forecast a repeat deal every quarter, you have to enter everything manually, which is a significant waste of time. Paying for this kind of feature is, in my opinion, unreasonable.
I expect HubSpot to add this feature as part of the standard offering.

[PHURLEY]

Yes. I agree. It's basic functionality and should be there.

[HSpotter2412]

+1

[cecilia-thespot]

Here is a highly voted (votes artificially inflated by, of course, a HubSpot "techincal error" lol) thread asking the same question: https://community.hubspot.com/t5/HubSpot-Ideas/Cloning-a-Deal/idi-p/28845

It is "not currently planned."

It it helpful to comment and upvote on as many threads as possible to emphasize the importance of the need of the feature discussed, so please copy your comment and add an upvote there as well! 

[HSpotter2412]

+1

[HSpotter2412]

commenting again for HubSpot's attention to this.

[CHeitz]

+1 !

[vsimmons-sf]

ADDING ANOTHER COMMENT FOR VISIBILITY

[Jim_from_Charik]

Hey folks,

in case you missed it we launch this : https://ecosystem.hubspot.com/fr/marketplace/apps/charik-clone-deals

if you want me to send you a free trial, contact me directly !

[PHURLEY]

+1

[elcolumbio]

they once did the survey what exactly you want to have cloned?
Like the associations and also the time stamps. This actually is not
obvious, some people want more like a template, while others want to split
an existing deal into two, therefore keeping create date the same.
Not sure if that is a blocker.

[ArminFahnle]

The minimum is to be able to create a deal without any associations so that you can create a template for, say, "Service Contract Renewal" or "Software Licence Sale" based on an existing deal which has been completed.

In my previous system a pop-up would allow check boxes to be selected to decide what associations should be copied - obvious ones being the Primary Company and the Primary Customer. But, other associations like documents (say a standard set of rates), parent company association, Master Deal, could also be included.

It really is not a big ask and for a company that promotes as being creative and the next big thing in marketing and sales.