Cloning a Deal

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Emoticono feliz

HubSpot updates
Cloning a DealModerador
hace 3 semanas

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.

211 Comentarios
Colaborador ocasional

Critical feature for subscription renewals.

 

Tried to create a workflow to clone Deals but you cannot update all of the necessary fields.

New Contributor | Gold Partner
New Contributor | Gold Partner

Are we still stucked at 2017?? Wake up Hubspot!

 

Colaborador habitual

Any word on whether Hubspot has this planned as a new feature, and schedule for deployment? 

Nuevo miembro

100%. I need a deal to remain in one pipeline, but have a duplicate in another so the second taskflow for our other team can begin their work. 

Nuevo miembro

We need this fetature !!!!

Colaborador ocasional

Yes, please!! Still waiting in 2020!

Moderador
Moderador

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.

Colaborador habitual

@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!

New Contributor | Gold Partner
New Contributor | Gold Partner

Come on, you are sneaking around the problem!

 

Colaborador habitual

Definitely need this for the same reason. ARR, annual deals, need to set up the deal for the next year when we close for the first year.

Nuevo colaborador

Yep we really need this so we don't have to take deals out of our sales workflow and into our customer success workflow