We've been using Hubspot CRM for about 5 years now. WHEN WILL HUBSPOT HAVE THE BASIC CRM CAPABILITY OF CLONING A DEAL?? No idea why this is not part of the basic functionality.
$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.
I agree this is really important and shouldnt require an outside app to do it.
The functionality would be to clone a deal and keep th exitsing contacts and company connected. Then just have the option to update start dates and any other property that needs updating. Thank you!
Seriously all these replies about a 3rd party app. Kudos to you all for creating the app that bridges the functionality app, but this thread shouldn't be a sales pitch. This is really unimpressive in terms of base funtionality within the CRM.
It's totally not making sense at all that deal duplication is not a basic feature in hubspot. Already developed 3rd party deal cloning apps are clear reason that users need that feature, and surprisinly it's not free in hubspot even other CRMs are supporting it as basic feature. It's really ridiculous.
How is this not a basic function? How much more feedback do you need before this is implemented? Very frustrating to say the least and all the more reason to move to Salesforce or another CRM.
Just to put it out there, we are creating/cloning deals using a workflow. It isn't a perfect solution, but it sure helps, especially when you have recurring revenue type deals and there are over 100 of them!