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
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.

230 Comentários
Colaborador Iniciante

@JamesWa- I integrated their solution last week, which is super simple and can be removed pretty easy. Overall we're just launching with Hubspot, so I've only run a couple tests to see how it functions, but it does work as expected with cloning a deal.

Colaborador Iniciante

same here! Agree!

Colaborador Ocasional

This would really be a timesaving feature. I would like to emphazize the need for this to be developed in the near future! We can clone all sorts of things like reports, filters, lists and marketing stuff. SO why not clone deals?

 

Please!

 

 

 

 

Colaborador Ocasional

Would be good to get this into HubsSpot ASAP! 

Colaborador Iniciante

Yes it would be great to clone a deal - We could use it to clone the deal from our sales pipeline in our marketing (campaign) pipeline. It is important to have every e-mail, conversation & information at one glance that we don´t have to click through multiple deals in different pipelines.

 

Thanks!

 

Colaborador Iniciante

Great Idea

Colaborador Frequente

Definitily! We have tons of recurring deals and each time it costs the sales teams a lot of time to set up each of them.

Colaborador Iniciante

yes agreed a useful addition

Novo membro

I think this would be a great idea.  Better then copy and paste

Colaborador Iniciante

Agreed, useful for repeat customers purchasing similar items.

Consultor

Any updates on the status of this request HubSpot?

Colaborador Iniciante

Agreed - Any updates on the status of this request HubSpot? We had this function with a previous tool we were using and the functionality is greatly missed...

Colaborador Iniciante

I agree. This would be a great addition. 

Novo membro

totally..

Colaborador Ocasional

We need this as well.

Colaborador Iniciante

It would be very helpful to be able to duplicate/clone deals as we have repeat customers ordering same products.

Colaborador Iniciante

Does anyone from Hubspot actually monitor this forum?  This has been requested for almost 3 years.  I'm sure for most early-stage subscription based businesses if this feature is not implemented it will be the reason they leave Hubspot for a more sophisticated Sales Ops tool in the future, once the business grows.

Colaborador Iniciante

REVLabs Widgets Production Have produced a clone a deal widget you can upload to Hubspot.

 

If you google this you will be able to locate the free widget and instructions to add to Hubspot

 

https://www.revenueriver.co/revlabs/duplicate-deal

Colaborador Frequente

Hubspot can you give us an update on this please?

Novo membro

would be very very handy to have this (imo basic) functionality Smiley feliz