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)

HubSpot updates
Cloning a DealModerator
vor 2 Wochen

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 Kommentare
Mitwirkender

Would be really helpful to have this solution.

Mitwirkender

Much needed feature!

 

Would love to upvote this idea but don't see how. If you could let me know how to do so I would be happy to do it.

 

Thanks!

Hubspot-Mitarbeiter
Hubspot-Mitarbeiter

@rgschultz65 Do you see the little (it almost looks like the Facebook one) thumbs up on the original post? It is here you can upvote.

 

Hope this helps! Smiley (fröhlich)

Berater

Definitely! This would make life so much easier. I think products should be cloned with the deal, too.

 

P.S. @karinamariotti you need to upvote this one Smiley (fröhlich)

Berater

This is a great idea! 

Cloning products or even creating a workflow where products could be automatically added would be great too!  This would provide flexibility for customers. 

Berater

Agreed. We need this!!

Mitwirkender

I would love this feature to clone deals as well! We sometimes have deals that break out into multiple phases and it would save a lot of time, not having to reenter all the notes and contacts. With Hubspot being a top rated CRM, I do not know how this feature is not available and has not been created since a lot of people in the community could use it. 

Sachkundiger

Agreed. Our team would really like to have this, too.  It happens especially with global sales teams that often start with different groups/contacts/departments and find that there's one deal in the end.  Please do make this happen, Hubspot.  Thanks!

Mitwirkender

Also for us this feature is really essential so we can use Hubspot in a efficient way! 

Stratege

Much desired, for many reasons.  Most mentioned in the thread already.

Profi

Any updates on this? 

Berater

It would be nice if the HubSpot team could give us an update/target for this.  It's clearly needed by a lot of us clients.

Berater

Hi folks on the thread- one thing I do when thers an idea I want upvoted is to share it in my organization and ask that they upvote.  This is absolutely a necessary feature for us to sustain our renewable software company on a platform like Hubspot.  Lets keep the upvotes high! 

 

Mitwirkender

YES please this would be amazing - 

Mitwirkender

Absolutely necessary functionality, please move this up the priority list.  

Mitwirkender

This is a critical gap in functionality and impacts our decision on staying with HubSpot.  Please do this.

Mitwirkender

Great idea

Mitwirkender

Very basic feature and we could really use this, please. Thanks. 

Sachkundiger

Any updates, not having this is killing our sales team productivity

Besucher

This is a very important feature we need as well