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

74 Replies
Chambie
New Contributor

Absolutely necessary functionality, please move this up the priority list.  

TransACT
New Contributor

This is a critical gap in functionality and impacts our decision on staying with HubSpot.  Please do this.

LRusso
New Contributor

Great idea

p_viv
Regular Contributor

Any updates, not having this is killing our sales team productivity

ajrobloopsec
Visitor

This is a very important feature we need as well

DavidRivera23
New Contributor

Obviously it's a requested feature however, Hubspot just ignores our request. I've used others like Netsuite, Saleforce and a few others. Upvotes shouldn't matter at this point! Listen to your users. 

 

I will be contacting my corporate office and maybe request another CRM platform. 

HubSpotMaster
Advisor

Bump this to the top!

JasonTisdall
Occasional Contributor

I agree. I'd love this feature

annieseattle
Regular Contributor

Yes, you should be able to do this and select which fields/options you want to copy at least at a high level like:

 

Select the options to clone:

- All fields

- Notes

-Activities

 

Then set the new close date to the latest deal's close date + 1 year, 2 years, etc. or whatever the frequency should be with respect to the current closed deal's close date.

JamesWa
Regular Contributor

Puhleeese!