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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.
Would be really helpful to have this solution.
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.
@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!
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
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.
Agreed. We need this!!
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.
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!
Also for us this feature is really essential so we can use Hubspot in a efficient way!
Much desired, for many reasons. Most mentioned in the thread already.
Any updates on this?
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.
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!
YES please this would be amazing -
Absolutely necessary functionality, please move this up the priority list.
This is a critical gap in functionality and impacts our decision on staying with HubSpot. Please do this.
Very basic feature and we could really use this, please. Thanks.
Any updates, not having this is killing our sales team productivity
This is a very important feature we need as well
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