日本語コミュニティーへようこそ!コミュニティーを使い始めるには

をご覧ください

Cloning a Deal

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! スマイリー ハッピー

HubSpot updates
134件のコメント
2100863
新規投稿者

AGREED!!!

tnguyen
ユーザー

Yes we need this!

JakeJones
一般投稿者

Yes. This is needed. 

hardikchitroda
新規投稿者

In agreement..

 

Especially the field sales people

StephenDB
常連投稿者

We absolutely need this feature!!!!

sgazeau
一般投稿者

Totally agree. Please add this feature. 

dleitch
一般投稿者

We also need this functionality.

rishichande
新規投稿者

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
一般投稿者

@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. 

lizyork
一般投稿者

Please enable cloing a deal! This would be huge for our team.

Rozi12
一般投稿者

Me too !! voting for it

ccuhsnick
新規投稿者

Love the idea. This would make life so much easier

PBones
一般投稿者

definitely need this, as we have clients with weekly and monthly contracts/deals with us

MobileDoorman
一般投稿者

Agree! Us too!

AdrienC
新規投稿者

me too! I'd love to be able to done this. 

Anonymous

YES! Please make this a priority! 

DavidRivera23
新規投稿者

This is an awesome idea and needs to be in place. When I used to work in my prior companies, we were able to duplicate deals. 

ChrisMartin
新規投稿者

Totally agree

Bernard
ユーザー

Would be really helpful to have this solution.