Cloning a Deal

cfleishman

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

 

Update from @JoeMayallDue to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of June 10th, 2020, we estimate this thread has around 500 upvotes. I'll continue to update this count as the thread receives upvotes."

HubSpot updates
Aug 6, 2020

Hello HubSpot community, 


Thank you for your continued input on this idea. As I mentioned in a previous post, saving reps time is squarely in the realm of things we are thinking about on the HubSpot Product Team. 

To help us continue to deliver a product that helps your business grow better, could you answer this 3 question (only 1 required) survey about your detailed needs for cloning deals? 

Thank you in advance! 

Status updated to: Not Currently Planned
Jun 11, 2020

Hi HubSpot Community,

 

I'm updating the status of this thread to reflect Dylan's comment.

 

Best,

Joe

Ideas Forum Manager

 

 

Jun 11, 2020

Hello HubSpot community, Smiley Happy 

Thank you all for your continued input on this idea. I'm a product manager on our CRM team and wanted to provide you all with a status update here as the status of this issue is a bit complicated.

For starters, @JoeMayall recently made an update to the core idea. There was a technical error on our end that increased the number of votes on this issue by about 300.

When it comes to cloning deals, we hear you! We've been steadily looking into all of the context provided here and its clear there is product pain in a few areas.

Recurring revenue - the ability for HubSpot to support a recurring revenue model can be painful due to the fact that deals need to be re-created month over month, or quarter over quarter.

Saving reps time - sometimes deals are created that are very similar to a previous deal and the rep creating the deal wants to use the same data. Re-typing this data is inefficient.

Regarding recurring revenue: We're currently working on several aspects of the product that will help recurring revenue models. This includes invoices, reports, and even forecasting.

Regarding saving reps time: Our entire product is shaped to help you grow better. When reps are doing duplicative tasks, this slows you down and hurts growth. However, different businesses have different needs around "cloning". Some want just the deal name, others want the same deal amount, others want to copy the entire contents of the deal (including activities and emails), some want the deal to be included in the same reports as other deals. Since there are such vast requirements amongst our user base - this would inherently create the need for "settings" to allow admins to choose exactly how a deal cloning would work.

Both of these things are goals that we have our eye on. The problems that are expressed here are likely to be solved in many ways. There is not a "clone deal" silver bullet. We plan on working continually towards solving all of this pain, every day. However, at this time we do not have immediate plans to build or launch a "clone deal" button and have our energy focused on solving other problems that help our customers grow better.

Mar 16, 2020

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.

347 Replies
dc-usa
Contributor

Has there been any feedback from Hubspot on when they plan on adding this? 

isabellb
Member

agreed

KLio
Member

Yes please! 

MRPR
Member

Yes please!

schesley
Participant

@jsg121 any update on the planning? I'm adding this comment as an upvote and also thumbed up.

Skelly126
Member

AGREED! Today I had to create 18 new deals because I couldn't clone the original deal. 

GregDuffy
Participant

Yes, we would like to be able to clone a deal, too.

Best wishes

Greg

willcurran
Top Contributor

wow no brainer here

Gohan
Member

@bsn this would be a great feature to have.

p_viv
Contributor

No brainer

jessicaivylynn
Member

Does anyone know if Cloning a deal is on the Product Roadmap?

GregDuffy
Participant

Hi Jessica,

 

You asked whether cloning a deal is on the product roadmap.   When I asked our Premium Services technical consultant a couple of weeks ago it didn't appear to be on the roadmap, which is why she suggested I added an upvote here.   So, my best guess is that it is not yet on the roadmap.

 

Best wishes

Greg

 

kenj
Member

Ditto

matthewtalia
Member

is this ever going to be implemented? lots of people have upvoted this and it doesnt seem to be taken seriously, in my opinion, its a big flaw in the CRM

perkelator
Participant

Totally agree! We have deals that we close win and need to create another one for the next year. Huge pain to transfer everything to the new deal...

Prethpal
Member

YES AGREED, Please include this

ChW
Participant

Yes, that would be very helpful.

nly
Member

up !

Peloton21
Participant

This has been upvoted for months!   WHEN IS HUBSPOT going to provide ANY info about WHEN this feature will become available?????

rwalker
Member

This is extremely important, need this functionality.