Our users do workshops with the same companies every single year. We have them on a pipeline which works just great. But if we could add the option to clone a deal, I believe that would be a huge time saver for our users.
Hey @AKoury! We have any app, Clone Attack, that allows you to clone deals and choose what information (associated objects, notes/files, line items, etc.) you want to clone over. It also has a workflow action so you can automate this process. PLUS a native feature to increment deal dates dynamically (add 1 year, 6 months, 2 weeks, etc.).
I agree @AKoury was literally discussing this with support yesterday.
They sent me a link to a simular thread which I upvoted, so might be worth heading over to that too and upvoting. and counter linking your idea to that one, so thos people can upvote this thread on the Ideas page.
hi @AKoury , I've devised a simple workaround to clone deals in HubSpot, utilizing just two short workflows. Discover the step-by-step instructions here.
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