Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please!
Update from @JoeMayall: Due 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."
$19/month seems a little high for this functionality. This is something that I agree with on the original poster about that it should come as a basic button function, as it did in 2 other CRM's I've used. I'd be open to this if it were free for 1 clone button, but costs for additional cloning buttons. Just an opinion.
We can clone quotes in hubspot. We cannot clone deals in hubspot. It should be a feature in hubspot. we should not have to purchase an outside vendor's application to do so.
Being able to clone deals would be a big asset to my sales team as we have many reoccurring deals, however they are not at set times so the workflow does not work. Being able to clone/duplicate a deal we reduce time in re-entering line items, descriptions, costs, contacts, etc. This would save considerable amounts of time as well and preventing mistakes on a reoccurring deal. If this could be considered for future versions it would be greatly appreciated. Thank you.
Using hubspot for recurring revenue is a still a bit of a hack, but cloning a deal would make it so much less of a lift - and seems like super simple functinality to add (right??)
Hello, @MWeber2 Thank you. Does this clone the quote within the deal as well, or just the company/contact data? We reached out to clone attack and got mixed messages.
Thank you. I think I should have asked, does it clone the "line items" within the deal? Creating a new quote is easy after that, but if can bring the line items with the contact/company information that would be a big time saver.
It appears that Hubspot has not yet put this on our radar (even though it's been like 5 years), so I don't believe we'll see anything any time soon. We're on our own!!
And I now see that they're also telling us now that the 'upvote count' is an error (per below). Just comical at how they're handling this ....
Update from@JoeMayall: Due 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."
Please get this done. We have renewals and additions throughout the year where the deal is the exact same and everything needs to be there, the only thing that changes is the quantity. It is extremely time-consuming to add all the needed details to the deals without the ability to clone.
Look HubSpot - this request is old. Cloning functionality is old, we're not asking for a brand-new technical challenge to be solved. What priorities are being (continually) pushed ahead of this? Lacking cloning gives your real users real pain, every day. Please fix it. Don't just pawn us off with "we have other things on our plate" - this is a basic.