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."
When combing through this idea, there are 2 main themes. One of them is to clone the contents of one deal to create another, the second is to merge two existing deals together.
@Dylan what is the status of any work to fulfill the request for cloning deals? The announcement of being able to merge deals is somewhat of 'salt on the wound' for those of us that have been waiting and waiting for the ability to clone a deal!
Come on Hubspot, Salesforce has this. A much needed idea and one that seems to have been hanging around for a while.
Any cloning must include the ability to carry the Products across from one deal to another alogn with all of the other details. This would be perfect for customer renewals from one year to the next
We have added a checkbox in the end of the Deal and when we change that to Yes it will automatic clone that deal and change back the value to No again.
1 min later we have a new deal that is a copy of the one we just created.
Hi @Issen007 we also use this function via workflow. However, it does not currently copy the Products over from one deal to another which would be great for renewals where customers have the same products year on year.
In addtion, you do not have the ability just to adhoc clone a deal. It has to be done via automation. Salesforce did have this function which was useful.
Okay HubSpot, I think you have to look a bit more clear at the request. Your answer unfortunately didn't address what the suggestion was: to clone a deal in HubSpot.
Your answer of "When combing through this idea, there are 2 main themes. One of them is to clone the contents of one deal to create another, the second is to merge two existing deals together." - nope, there was clearly 1 main theme: to clone a deal. I'll repaste the original suggestion:
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please
I would also like to see this feature added since it's a pain to re-create the exact same deal for monthly subscription deals. Thanks!