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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
233 Comentários
Skelly126
Mitwirkender

AGREED! Today I had to create 18 new deals because I couldn't clone the original deal. 

GregDuffy
Berater

Yes, we would like to be able to clone a deal, too.

Best wishes

Greg

willcurran
Stratege

wow no brainer here

Gohan
Neues Mitglied

@bsn this would be a great feature to have.

p_viv
Sachkundiger

No brainer

jessicaivylynn
Berater

Does anyone know if Cloning a deal is on the Product Roadmap?

GregDuffy
Berater

Hi Jessica,

 

You asked whether cloning a deal is on the product roadmap.   When I asked our Premium Services technical consultant a couple of weeks ago it didn't appear to be on the roadmap, which is why she suggested I added an upvote here.   So, my best guess is that it is not yet on the roadmap.

 

Best wishes

Greg

 

rjohnsonM3
Mitwirkender

Yes, please add Deal merge functionality on both the front-end and the back-end via API.

kenj
Mitwirkender

Ditto

matthewtalia
Mitwirkender

is this ever going to be implemented? lots of people have upvoted this and it doesnt seem to be taken seriously, in my opinion, its a big flaw in the CRM

perkelator
Berater

Totally agree! We have deals that we close win and need to create another one for the next year. Huge pain to transfer everything to the new deal...

Prethpal
Besucher

YES AGREED, Please include this

ChW
Berater

Yes, that would be very helpful.

nly
Mitwirkender

up !

Peloton21
Berater

This has been upvoted for months!   WHEN IS HUBSPOT going to provide ANY info about WHEN this feature will become available?????

rwalker
Mitwirkender

This is extremely important, need this functionality.

EmmaDavenport
Berater

Absolutely need this, upvoted.

viblanch
Mitwirkender

Yes, interested as well.

CBriand
Mitwirkender

Definitely a Must Have for recurrent opportunities. We would really save time with this feature!

nguenette
Mitwirkender

We need to be able to clone deals the same way we could clone opportunities in our previous CRM.