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
238 Replies
lizyork
Occasional Contributor

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

Rozi12
Occasional Contributor

Me too !! voting for it

KevinFMTV
Regular Contributor

100% TOTALLY AGREE!   

 

We often find that two different people related to the same deal may have called in and separate deals were created, but not to be realized until later in the pipeline. 

 

ALSO with the new Shopify integration ... when someone places an order online for a deal we've been discussing with a client for months we now have two deals and therefore show twice the revenues. This is another use case where merging deals would be valuable. 

Shylie
Occasional Contributor

I totally agree. This would truly benefit our business in which deals often start as individual opportunities and then grow to merge into one larger one.

 

I fully support this upgrade.

 

Cheers

ccuhsnick
New Contributor

Love the idea. This would make life so much easier

KAA
New Contributor

It's been a year, please give us this option!

PBones
Occasional Contributor

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

Oirema
New Member

Upvote, it would be very, very useful!

tobiasP
New Contributor

An option to merge existing deals is definitely needed. This should not be missing in a CRM.

christa
Regular Contributor

Our sales team needs this ability too. Duplicating some deals that call for it would be way more efficient then the current situation. This duplicating of deals is determined by the Sales rep and a workflow is not the solution as it isn't a cut and dry trigger for enrollment into a workflow. We simply need to have the ability to hit a button to duplicate a deal and update the close date and other info as needed.

 

Again, a workflow is not the solution for this. I saw a 'solved' idea that claimed the workflow resolved it. That isn't the answer to this issue. Take another look at the request!

IT-Blocks
Visitor

you must add this needed featurer

MobileDoorman
Occasional Contributor

Agree! Us too!

Claudia_Lab
Occasional Contributor

This would be a very valuable feature. It could be even more valuable if it were possible to merge the deals based on a duplicate custom property. We have unique identifiers we use, and when multiple deals are created with that same unique identifier, we receive no notification or warning that a similar deal already exists. This negatively impacts customer reporting and skews the numbers. 

 

In a perfect world, I think we should be able to export deals, locate the duplicates, overwite the Deal IDs so that the two duplicates match and are then merged upon import. 

jglogowski
New Contributor

Hi Hubspot!  Our team could also really benefit for being able to MERGE DEALS!  Would love to hear if this is an enhancement you are considering so that we can adjust the processes on our end if necessary.  

Evans4316
Regular Contributor

This idea was submitted over a year and a half ago with no response from Hubspot.  Any idea when it will be made a reality?

 

Is there any reason that it hasn't progressed at all?

 

 

 

 

HubSpot Product Team
HubSpot Product Team
updated to: In Planning

This is currently in planning! We'll post again here once we have more information for you, but we hear your request Smiley Happy

Thefunnelmaster
Occasional Contributor

It would make the sales team's life way easier if this feature was in place.

Glad to hear it's in the works!

Thomas_Vanguard
Occasional Contributor

This would be so valuable.

 

Often a client will be asked to quote on a job from multiple contacts and as this becomes apparent they need to merge this into one.

timfresen
Regular Contributor

This would indeed be a useful feature. Especially after a data migration, allowing for a quick implementation of Hubspot without spending too much time on checking whether you're deleting the right deal.

Andreea
New Contributor

UP