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

HubSpot updates
238 Replies
ArcusData
New Contributor

Yes, we would like to see this too.

tg52
Regular Contributor

This is really quite a basic feature with lots of support - pls get on it Hubspot!

robert1
Regular Contributor

Any update? Seems to have been in planning since Sept 2018. This would be very useful, it is not uncommon for several staff members of one company to sign up to a trial of our product via our website and our automations will create deals for such an event. Merging deals would be the natural and intuitive workflow for us.

Andrew3
Regular Contributor

We need this!  This is basic.

jenniferfuqua
Occasional Contributor

Agreed, at the end of a calendar year, we "close out" existing active projects in our pipeline by either Completing them, or Continuing them with a new category and slightly different name. Being able to clone an existing deal would make this much easier and faster to do than retying all of that info for each deal.

 

Thank you!

Danixa
New Contributor

Where are we with cloning Deals? 

 

Thank you... 

Titi
New Contributor

Hi there

We need this feature too. Seems toi be essential for a rep and a CRM. Massive upvote !

BoudewijnB
Occasional Contributor

There is a third party widget that clones deals! you can find it here. It works great.

 

REVlabs Duplicate Deal Widget

 

https://www.revenueriver.co/revlabs/duplicate-deal

 

Hope you find this helpful!

 

Cheers,

 

Boudewijn

mbowden85
New Member

Yes this would be a HUGE help to help calculate our renewal MRR.

Evans4316
Regular Contributor

I totally agree. 

Danixa
New Contributor

Hi, 

 

I communicated with some great folks at Revenue River and downloaded the widget and it works great. They are in Beta testing right now, so you can get it for free and they are also making some updates. This has really helped our process, as we wanted to duplicate Deals for our different divisions. Thanks for the suggestion @BoudewijnB 

 

 https://www.revenueriver.co/revlabs/duplicate-deal 

 

I do have a questions about Calculation+Formulas. Is anyone familiar with how to set up a custom equation to automatically calculate Probability to Forecasting or Amount? I will start a separate Idea to keep this channel open for the Duplicate Deal. 

 

Thank you... 

jenniferfuqua
Occasional Contributor

Danixa,

 

Thanks! I found them as well and have downloaded the widget and it's working pretty well.

 

Thanks,

Jen

FHC
New Contributor

Favor urgente necesitamos duplicar los negocios, nos quita muchisimo tiempo crear los negocios mes a mes de clientes que consumen el mismo servicio mes a mes

mcpaha
Regular Contributor

This is one of the most important feature we needed!

Danixa
New Contributor

@FHC  Francisco usa el widget, esta en beta, es gratis y estan abiertos a recomendaciones para mejorarla, funciona super bien. La compañia es legitima. Saludos! 

 

https://www.revenueriver.co/revlabs/duplicate-deal 

spitfire2020
Visitor

I am new to Hub Spot and can't believe it is not possible to clone a deal. Am disappointed this forum goes back to 2017 - I mean, how long do we have to wiat? I have used Salesforce in the past and Salesforce allows you to clone. When can we expect to be able to clone deals in Hub Spot?

 

bradytraeder
Regular Contributor

yes,  would like also. 

MCaputo
Visitor

This is available in SalesForce, suprised it wasnt a feature on HS. This feature is crucial to by business. Please consider adding the clone option to deals. Thank you -MC