Cloning a Deal

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

HubSpot updates
121 Replies
2100863
New Contributor

AGREED!!!

tnguyen
Visitor

Yes we need this!

JakeJones
Occasional Contributor

Yes. This is needed. 

hardikchitroda
New Contributor

In agreement..

 

Especially the field sales people

StephenDB
Regular Contributor

We absolutely need this feature!!!!

sgazeau
Occasional Contributor

Totally agree. Please add this feature. 

dleitch
Regular Contributor

We also need this functionality.

rishichande
New Contributor

Agreed, really basic functionality that I'm surprised doesnt already exist

dan_sitton Regular Contributor | Platinum Partner
Regular Contributor | Platinum Partner

Hi @cfleishman, I haven't read all the comments but if you are using HubSpot Sales Pro there is a way to "clone" a deal without an external app. You can use a series of workflows to clone the deal for MRR, with re-enrollment so that as each deal closes it opens up an identical deal in the pipeline at a specific stage. In addition, you can set tasks for this deal - so if you have a 90 day notice outreach you can automatically set the task for this and any additional tasks for each MRR deal.

 

If you haven't already figured this out and want any more information on it you can let me know by tagging a reply in this thred and I'll respond with the information.

cfleishman
Regular Contributor

@dan_sitton thanks for the info. This is an okay solution for us but not best. We don't use contact owner instead we have different fields for our contact owners because it's possible that we could have five different sales persons for one contact depending on what is being sold. Being able to simply hit a "clone deal" button would allow us to clone all of the information including the "deal owner" versus the contact owner.