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 (fröhlich)

 

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."

739 Kommentare
JamesWa
Mitwirkender/Mitwirkende

Puhleeese!

HubSpotMaster
Autorität | Diamond Partner

Another upvote - Had another customer request this

rubenkos
Mitglied

Yep. Still not sorted?

PaulBickley
Mitwirkender/Mitwirkende

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

traceg
Mitglied

This would be a great feature!

nogakatz
Mitglied

We need that too.

MichelBelfiore
Teilnehmer/-in

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
Mitglied

Requirement for productivity improvement:

faster to clone when doing monthly recurring deals, 

BlancaWT
Mitglied

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
Teilnehmer/-in

This is extremely necessary

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

Need this!

DD_MSM
Mitglied

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
Mitwirkender/Mitwirkende

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

isabellb
Mitglied

agreed

KLio
Teilnehmer/-in

Yes please! 

MRPR
Mitglied

Yes please!

schesley
Teilnehmer/-in

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

Skelly126
Mitglied

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

GregDuffy
Teilnehmer/-in

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

Best wishes

Greg