HubSpot Ideas

cfleishman

Cloning a Deal

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."

729 Replies
JamesWa
Contributor

Puhleeese!

HubSpotMaster
Key Advisor | Diamond Partner

Another upvote - Had another customer request this

rubenkos
Member

Yep. Still not sorted?

PaulBickley
Contributor

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

traceg
Member

This would be a great feature!

nogakatz
Member

We need that too.

MichelBelfiore
Participant

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
Member

Requirement for productivity improvement:

faster to clone when doing monthly recurring deals, 

BlancaWT
Member

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
Participant

This is extremely necessary

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

Need this!

DD_MSM
Member

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
Contributor

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

isabellb
Member

agreed

KLio
Participant

Yes please! 

MRPR
Member

Yes please!

schesley
Participant

@jsg121 any update on the planning? I'm adding this comment as an upvote and also thumbed up.

Skelly126
Member

AGREED! Today I had to create 18 new deals because I couldn't clone the original deal. 

GregDuffy
Participant

Yes, we would like to be able to clone a deal, too.

Best wishes

Greg