Cloning a Deal

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

HubSpot updates
Cloning a DealModerator
3 semanas atrás

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 Comentários
Mitwirkender

Obviously it's a requested feature however, Hubspot just ignores our request. I've used others like Netsuite, Saleforce and a few others. Upvotes shouldn't matter at this point! Listen to your users. 

 

I will be contacting my corporate office and maybe request another CRM platform. 

Profi

Bump this to the top!

Berater

This would be a valuable feature to help improve deal management in accounts where there can be multiple contacts or multiple activities in a period of time that generate leads which when worked often consolidate.

Berater

I agree. I'd love this feature

Hubspot-Mitarbeiter
Hubspot-Mitarbeiter

Totally agree, we need this feature

Regular Contributor | Platinum Partner
Regular Contributor | Platinum Partner

This is an essential feature for every sales software and CRM. 

Sachkundiger

Yes, you should be able to do this and select which fields/options you want to copy at least at a high level like:

 

Select the options to clone:

- All fields

- Notes

-Activities

 

Then set the new close date to the latest deal's close date + 1 year, 2 years, etc. or whatever the frequency should be with respect to the current closed deal's close date.

Berater

Puhleeese!

Profi

Another upvote - Had another customer request this

Mitwirkender

Yep. Still not sorted?

Berater

+ 1 here. Simply deploy and feature to build. Please, hurry up. 

Mitwirkender

This would be a great feature!

Mitwirkender

We need that too.

Mitwirkender

Yes. This very basic functionality needs to be in HubSpot. I have deals that repeat with slight variations for the same customers and it would save a lot of time to be able to simply clone an existing deal to create a new one, and then modify the new one slightly as needed. Trello, my previous tool for tracking deals, makes this very easy. Anyone from HubSpot able to weigh in here?

Mitwirkender

Requirement for productivity improvement:

faster to clone when doing monthly recurring deals, 

Mitwirkender

We would use this really often. Currently, I need to create a new deal for each renewal, which often has the same properties. Would love to be able to clone a deal for the same client or to assign to a new client. 

 

 

 

 

Berater

This is extremely necessary

Berater
Hello, I need also the option to clone a deal. It will be very helpful to work that way. Tnx. Edna
Berater

Need this!

Mitwirkender

Yes Please! Cloning a deal is super critical to have as a feature for repetitive deals that flow across multiple months or periods with similar or near similar properties, products, etc.