Cloning a Deal

cfleishman

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."

340 Replies
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 | Platinum Partner

Bump this to the top!

SHN
Occasional Contributor

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
Regular Contributor

I agree. I'd love this feature

PatrickEng
HubSpot Employee

Totally agree, we need this feature

rominabuchle
Regular Contributor | Platinum Partner

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

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
Occasional Contributor

Puhleeese!

HubSpotMaster
Advisor | Platinum Partner

Another upvote - Had another customer request this

rubenkos
New Contributor

Yep. Still not sorted?

PaulBickley
Occasional Contributor

+ 1 here. Simply deploy and feature to build. Please, hurry up. 

traceg
New Contributor

This would be a great feature!

nogakatz
New Contributor

We need that too.

MichelBelfiore
New Contributor

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?

sparent
New Contributor

Requirement for productivity improvement:

faster to clone when doing monthly recurring deals, 

BlancaWT
New Contributor

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. 

 

 

 

 

RafaelAbboud
Occasional Contributor

This is extremely necessary

Edna
Occasional Contributor
Hello, I need also the option to clone a deal. It will be very helpful to work that way. Tnx. Edna
Peloton21
Occasional Contributor

Need this!

DD_MSM
New Contributor

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.