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

 

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
Quinta-feira

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! 

changed 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 feliz 

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.

291 Comentários
Colaborador Iniciante

Would be really helpful to have this solution.

Colaborador Iniciante

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!

Funcionário da Hubspot
Funcionário da Hubspot

@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 feliz

Colaborador Ocasional

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 feliz

Colaborador Ocasional

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. 

Colaborador Ocasional

Agreed. We need this!!

Colaborador Iniciante

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. 

Colaborador Frequente

Agreed. Our team would really like to have this, too.  It happens especially with global sales teams that often start with different groups/contacts/departments and find that there's one deal in the end.  Please do make this happen, Hubspot.  Thanks!

Colaborador Iniciante

Also for us this feature is really essential so we can use Hubspot in a efficient way! 

Colaborador de Alto Nível

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

Consultor

Any updates on this? 

Colaborador Ocasional

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.

Colaborador Ocasional

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! 

 

Colaborador Iniciante

YES please this would be amazing - 

Colaborador Iniciante

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

Colaborador Iniciante

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

Colaborador Iniciante

Great idea

Colaborador Iniciante

Very basic feature and we could really use this, please. Thanks. 

Colaborador Frequente

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

Visitante

This is a very important feature we need as well