HubSpot Ideas

Kevin84

Duplicating a Sales Pipeline

We have courses that run every month and we have a pipeline for each month, we have to create these all manually and they are always the same with only a tweak in the date, I have searched Google and everything says that this feature is required but does not exist. One post said that there is an idea here but that URL does not exist. This is a feature that seems like a no brainer 🙂

8 Replies
SC
Participant

I agree. I need to do this for service tickets. Need to duplicate for each zip code as we expand our reach. 

 

DigitalJustine
Member

YES! I would love to be able to easily clone deal pipelines. I have some clients that are very seasonal and like to create a new pipeline each season for data and operations purposes. Currently each season we have to manually replicate the pipeline. 

SSomayajula
Member

Great idea. I would love that too.

Cyrus
Member | Partner

SAme!

andyjohnson
Member

This would be very helpful! 

rutger12345
Participant | Platinum Partner

Yes please! currently only option is to generate pipeline via api. A button would save me so much time.

FEmprechtinge
Member

We have the exact same usecase as @Kevin84: An online course that happens frequently and is organized through the exact same pipeline. So we currently need to manually recreate. Duplicating a sales pipeline would save so much time!

HTrevino
Member

+1 Here this is soooo relevant and useful.