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."

[david_trellis]

Great idea. Freshsales has this.

[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.

[JamesWa]

Puhleeese!

[HubSpotMaster]

Another upvote - Had another customer request this

[rubenkos]

Yep. Still not sorted?

[dmsmith]

I agree this is a very good idea and it would save users a lot of time.  In my experience with other CRMs, including those I've built myself, this feature was a 'given'.  The (temporary) duplicate email issue can easily be resolved by appending "clone_" to the original email address in the cloned entry form so (1) it is unique, and (2) its bogus so it won't work until the local-part of the email address is changed, while keeping the domain part of the email address intact.

[PaulBickley]

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

[traceg]

This would be a great feature!

[nogakatz]

We need that too.

[ROD1495]

I have 50+ contacts at the same company. It is a waste of my time to have to enter the same information each time. With ACT! and Salesforce, I was able to duplicate the company info and add the individual information.

Really need this!

[MichelBelfiore]

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]

Requirement for productivity improvement:

faster to clone when doing monthly recurring deals, 

[BlancaWT]

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. 

[david_trellis]

This a feature on Freshsales that I sorely miss.

[RafaelAbboud]

This is extremely necessary

[Edna]

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

[Peloton21]

Need this!

[DD_MSM]

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. 

[dc-usa]

Has there been any feedback from Hubspot on when they plan on adding this? 

[isabellb]

agreed