Cloning a Deal

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! スマイリー ハッピー

 

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
changed to: Not Currently Planned
4 週間前

Hi HubSpot Community,

 

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

 

Best,

Joe

Ideas Forum Manager

 

 

4 週間前

Hello HubSpot community, スマイリー ハッピー 

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.

256件のコメント
一般投稿者

Please enable cloing a deal! This would be huge for our team.

一般投稿者

Me too !! voting for it

新規投稿者

Love the idea. This would make life so much easier

新規投稿者

It's been a year, please give us this option!

一般投稿者

definitely need this, as we have clients with weekly and monthly contracts/deals with us

新メンバー

Upvote, it would be very, very useful!

常連投稿者

Our sales team needs this ability too. Duplicating some deals that call for it would be way more efficient then the current situation. This duplicating of deals is determined by the Sales rep and a workflow is not the solution as it isn't a cut and dry trigger for enrollment into a workflow. We simply need to have the ability to hit a button to duplicate a deal and update the close date and other info as needed.

 

Again, a workflow is not the solution for this. I saw a 'solved' idea that claimed the workflow resolved it. That isn't the answer to this issue. Take another look at the request!

ユーザー

you must add this needed featurer

一般投稿者

Agree! Us too!

常連投稿者

This idea was submitted over a year and a half ago with no response from Hubspot.  Any idea when it will be made a reality?

 

Is there any reason that it hasn't progressed at all?

 

 

 

 

一般投稿者

It would make the sales team's life way easier if this feature was in place.

Glad to hear it's in the works!

常連投稿者

This would indeed be a useful feature. Especially after a data migration, allowing for a quick implementation of Hubspot without spending too much time on checking whether you're deleting the right deal.

新規投稿者 | Platinum Partner
新規投稿者 | Platinum Partner

UP

新規投稿者

me too! I'd love to be able to done this. 

Anonymous

YES! Please make this a priority! 

一般投稿者

Sad to see this doesn't exist yet especially with so many requests over two years. Would help us a lot too.

新規投稿者

This is an awesome idea and needs to be in place. When I used to work in my prior companies, we were able to duplicate deals. 

新規投稿者

UP yes plz

一般投稿者

We would love to use this as well. Especially because some steps of the pipeline are synced automatically with our ordering tool via API and some steps are not.

新規投稿者

Totally agree