Cloning a Deal

[cfleishman]

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

Update from @JoeMayall: Due 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."

[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!

[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. 

[annieseattle]

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.