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."
Yes. This very basic functionality needs to be in HubSpot. I have deals that repeat with slight variations for the same customers and it would save a lot of time to be able to simply clone an existing deal to create a new one, and then modify the new one slightly as needed. Trello, my previous tool for tracking deals, makes this very easy. Anyone from HubSpot able to weigh in here?
We would use this really often. Currently, I need to create a new deal for each renewal, which often has the same properties. Would love to be able to clone a deal for the same client or to assign to a new client.
Yes Please! Cloning a deal is super critical to have as a feature for repetitive deals that flow across multiple months or periods with similar or near similar properties, products, etc.