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 2 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
Nuevo colaborador

Would be really helpful to have this solution.

Nuevo colaborador

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!

Empleado de HubSpot
Empleado de HubSpot

@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! Emoticono feliz

Colaborador ocasional

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 Emoticono feliz

Colaborador ocasional

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. 

Colaborador ocasional

Agreed. We need this!!

Nuevo colaborador

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. 

Colaborador habitual

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!

Nuevo colaborador

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

Colaborador destacado

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

Asesor

Any updates on this? 

Colaborador ocasional

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.

Colaborador ocasional

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! 

 

Nuevo colaborador

YES please this would be amazing - 

Nuevo colaborador

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

Nuevo colaborador

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

Nuevo colaborador

Great idea

Nuevo colaborador

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

Colaborador habitual

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

Visitante

This is a very important feature we need as well