Cloning a Deal

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

HubSpot updates
134 Replies
p_viv
Regular Contributor

Hubspot can you give us an update on this please?

The-Rooster
New Member

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

BoudewijnB
Occasional Contributor

Hey ChrisMartin, 

 

Thanks for the helpful idea. I have been upvoting the feature to clone a deal for quite some time now. This widget is actually working very well!

 

So to all of you who are in need of a easy to use and easy to implement widget to clone deals, go to https://www.revenueriver.co/revlabs/duplicate-deal

 

Unless Hubspot develops this feature, I will be using this one instead.

 

Cheers,

 

Boudewijn

ArcusData
New Contributor

Yes, we would like to see this too.

tg52
Regular Contributor

This is really quite a basic feature with lots of support - pls get on it Hubspot!

Andrew3
Regular Contributor

We need this!  This is basic.

jenniferfuqua
Occasional Contributor

Agreed, at the end of a calendar year, we "close out" existing active projects in our pipeline by either Completing them, or Continuing them with a new category and slightly different name. Being able to clone an existing deal would make this much easier and faster to do than retying all of that info for each deal.

 

Thank you!

Danixa
New Contributor

Where are we with cloning Deals? 

 

Thank you... 

Titi
New Contributor

Hi there

We need this feature too. Seems toi be essential for a rep and a CRM. Massive upvote !

BoudewijnB
Occasional Contributor

There is a third party widget that clones deals! you can find it here. It works great.

 

REVlabs Duplicate Deal Widget

 

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

 

Hope you find this helpful!

 

Cheers,

 

Boudewijn

mbowden85
New Member

Yes this would be a HUGE help to help calculate our renewal MRR.

Evans4316
Regular Contributor

I totally agree. 

Danixa
New Contributor

Hi, 

 

I communicated with some great folks at Revenue River and downloaded the widget and it works great. They are in Beta testing right now, so you can get it for free and they are also making some updates. This has really helped our process, as we wanted to duplicate Deals for our different divisions. Thanks for the suggestion @BoudewijnB 

 

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

 

I do have a questions about Calculation+Formulas. Is anyone familiar with how to set up a custom equation to automatically calculate Probability to Forecasting or Amount? I will start a separate Idea to keep this channel open for the Duplicate Deal. 

 

Thank you... 

jenniferfuqua
Occasional Contributor

Danixa,

 

Thanks! I found them as well and have downloaded the widget and it's working pretty well.

 

Thanks,

Jen