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
131 Replies
rgschultz65
New Contributor

Much needed feature!

 

Would love to upvote this idea but don't see how. If you could let me know how to do so I would be happy to do it.

 

Thanks!

HubSpot Employee
HubSpot Employee

@rgschultz65 Do you see the little (it almost looks like the Facebook one) thumbs up on the original post? It is here you can upvote.

 

Hope this helps! Smiley Happy

KinseySullivan
Occasional Contributor

Definitely! This would make life so much easier. I think products should be cloned with the deal, too.

 

P.S. @karinamariotti you need to upvote this one Smiley Happy

karinamariotti
Occasional Contributor

This is a great idea! 

Cloning products or even creating a workflow where products could be automatically added would be great too!  This would provide flexibility for customers. 

SarahG_YGD
Occasional Contributor

I would love this feature to clone deals as well! We sometimes have deals that break out into multiple phases and it would save a lot of time, not having to reenter all the notes and contacts. With Hubspot being a top rated CRM, I do not know how this feature is not available and has not been created since a lot of people in the community could use it. 

Siddall
Top Contributor

Much desired, for many reasons.  Most mentioned in the thread already.

HubSpotMaster
Advisor

Any updates on this? 

dleitch
Regular Contributor

It would be nice if the HubSpot team could give us an update/target for this.  It's clearly needed by a lot of us clients.

AlyssaMarie
Occasional Contributor

Hi folks on the thread- one thing I do when thers an idea I want upvoted is to share it in my organization and ask that they upvote.  This is absolutely a necessary feature for us to sustain our renewable software company on a platform like Hubspot.  Lets keep the upvotes high! 

 

pckumm
New Contributor

YES please this would be amazing - 

Chambie
New Contributor

Absolutely necessary functionality, please move this up the priority list.  

TransACT
New Contributor

This is a critical gap in functionality and impacts our decision on staying with HubSpot.  Please do this.

LRusso
New Contributor

Great idea

p_viv
Regular Contributor

Any updates, not having this is killing our sales team productivity

ajrobloopsec
Visitor

This is a very important feature we need as well

DavidRivera23
New Contributor

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. 

HubSpotMaster
Advisor

Bump this to the top!

JasonTisdall
Occasional Contributor

I agree. I'd love this feature

annieseattle
Regular Contributor

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.

JamesWa
Regular Contributor

Puhleeese!