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.
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.
Bump this to the top!
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.
I agree. I'd love this feature
Totally agree, we need this feature
This is an essential feature for every sales software and CRM.
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
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.
Another upvote - Had another customer request this
Yep. Still not sorted?
+ 1 here. Simply deploy and feature to build. Please, hurry up.
This would be a great feature!
We need that too.
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?
Requirement for productivity improvement:
faster to clone when doing monthly recurring deals,
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.
This is extremely necessary
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.
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