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

 

Update from @JoeMayallDue 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."

313 Replies
New Contributor

Would be really helpful to have this solution.

New Contributor

Much needed feature!

 

Would love to upvote this idea but don't see how. If you could let me know how to do so I would be happy to do it.

 

Thanks!

HubSpot Employee

@rgschultz65 Do you see the little (it almost looks like the Facebook one) thumbs up on the original post? It is here you can upvote.

 

Hope this helps! 🙂

Occasional Contributor

Definitely! This would make life so much easier. I think products should be cloned with the deal, too.

 

P.S. @karinamariotti you need to upvote this one 🙂

Occasional Contributor

This is a great idea! 

Cloning products or even creating a workflow where products could be automatically added would be great too!  This would provide flexibility for customers. 

Occasional Contributor

Agreed. We need this!!

New Contributor

I would love this feature to clone deals as well! We sometimes have deals that break out into multiple phases and it would save a lot of time, not having to reenter all the notes and contacts. With Hubspot being a top rated CRM, I do not know how this feature is not available and has not been created since a lot of people in the community could use it. 

Regular Contributor

Agreed. Our team would really like to have this, too.  It happens especially with global sales teams that often start with different groups/contacts/departments and find that there's one deal in the end.  Please do make this happen, Hubspot.  Thanks!

New Contributor

Also for us this feature is really essential so we can use Hubspot in a efficient way! 

Top Contributor

Much desired, for many reasons.  Most mentioned in the thread already.

Advisor | Gold Partner

Any updates on this? 

Occasional Contributor

It would be nice if the HubSpot team could give us an update/target for this.  It's clearly needed by a lot of us clients.

Occasional Contributor

Hi folks on the thread- one thing I do when thers an idea I want upvoted is to share it in my organization and ask that they upvote.  This is absolutely a necessary feature for us to sustain our renewable software company on a platform like Hubspot.  Lets keep the upvotes high! 

 

New Contributor

YES please this would be amazing - 

New Contributor

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

New Contributor

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

New Contributor

Great idea

New Contributor

Very basic feature and we could really use this, please. Thanks. 

Regular Contributor

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

Visitor

This is a very important feature we need as well