Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please!
Hello HubSpot community, 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. For those interested in merging two existing deals together, I'm excited to let you know that we've heard your feedback and have launched the ability to merge deals. Here is a Knowledge Base article that describes this new functionality in more detail.
Thanks for the helpful idea. I have been upvoting the feature to clone a deal for quite some time now. This widget is actually working very well!
So to all of you who are in need of a easy to use and easy to implement widget to clone deals, go to https://www.revenueriver.co/revlabs/duplicate-deal
Unless Hubspot develops this feature, I will be using this one instead.
Yes, we would like to see this too.
This is really quite a basic feature with lots of support - pls get on it Hubspot!
We need this! This is basic.
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.
Where are we with cloning Deals?
We need this feature too. Seems toi be essential for a rep and a CRM. Massive upvote !
There is a third party widget that clones deals! you can find it here. It works great.
REVlabs Duplicate Deal Widget
Hope you find this helpful!
Yes this would be a HUGE help to help calculate our renewal MRR.
I totally agree.
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
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.
Thanks! I found them as well and have downloaded the widget and it's working pretty well.
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
This is one of the most important feature we needed!
@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!
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?
yes, would like also.
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
Please please please add this simple feature.
Cloning is perfect and should be a basic feature
I need this asap. We have clients that make the same deal over and over. Duplicate data entry when we alredy have the info is dumb! Clone deals!!
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