Cloning a Deal

[cfleishman]

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

[annieseattle]

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!

[Hidde]

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

[Siddall]

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

[HubSpotMaster]

Any updates on this? 

[dleitch]

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.

[AlyssaMarie]

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! 

[pckumm]

YES please this would be amazing - 

[Chambie]

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

[TransACT]

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

[LRusso]

Great idea

[RoseG]

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

[p_viv]

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

[ajrobloopsec]

This is a very important feature we need as well

[DavidRivera23]

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]

Bump this to the top!

[J-Ten-Eyck]

Posted on behalf of customer:

I use Hubspot as a guide for making sales telephone calls. Frequently, I will reach a person on the telephone, who tells that me someone else in his company is a better point of contact. Everything in the first person's contact is often unchanged for the second person, excepting name, title, email address and phone number. However, sometimes even the phone number is unchanged. I might stumble through a half dozen new contacts in one such company before finally finding the right person to visit with, but all along the way I may be accumulating information on all six contacts, which will contribute to moving me closer to closing a deal. Sometimes I get all the way down to contact number six, and I find that contact number two is the REAL DEAL CLOSER.

I would like to be able to make new contacts by cloning the old contacts. I know that Hubspot bases everything on email addresses, and will not permit duplicate email addresses, which I agree is a good idea. However, if you go through a cloning process there WILL be, at least temporarily, a cloning of emails, which is not currently allowed. Hubspot should be set up so that temporarily copying cloned data is allowed until you hit the final "Save" button.

The way things are set up now I have to export one single contact into a csv file and then go through the laborious clicking process of changing that one exported file to the name and email address of the new contact and then turn around and import the new contact back into Hubspot. That's a LOT of trigger work for just one contact. I could key the contact in from scratch faster except now I am talking about increased probability that I will make a typo on something and corrupt the new contact so that I can't find it in a new search or I can't use it even if I find it.

You guys and gals are REALLY smart, but I think this is a glitch in your code, and it really needs to be fixed. Thanks, and best regards, Charles.

[SHN]

This would be a valuable feature to help improve deal management in accounts where there can be multiple contacts or multiple activities in a period of time that generate leads which when worked often consolidate.

[JasonTisdall]

I agree. I'd love this feature

[PatrickEng]

Totally agree, we need this feature

[rominabuchle]

This is an essential feature for every sales software and CRM.