HubSpot Ideas

esundance

How do you duplicate a Deal?

I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.

117 Replies
annikakettunen
Member

It's not the best solution, but I've been starting to import deals to Hubspot. Just add deals to excel sheet, name them like "Campaign x 1/12" "Campaign x 2/12" and so on. You can easily copy and clone rows in excel, and also import different customers deals at the same time. Much more easier, than creating deals one-by-one in Hubspot. 

JuanReyes
Participant

Very interesting!! Thank you for sharing it

kvlschaefer
Community Manager

Thank you for sharing, @annikakettunen

MHenning1
Contributor

I'm voting for this function too please. Same reason as others

KisPower
Member

This is a must-have feature for any CRM

rodericks
Contributor

Is there any update on this? 

GNewson
Member

this requirement seems to have been open for a long time with no resolution - a clone/ duplicate feature for deals is vital to move between pipelines

MSchilling
Member
Yeah, we're speaking with reps at salesforce where this is possible

Maxwell Schilling
Sales and Customer Success @ Kumospace

Sent via Superhuman ( https://sprh.mn/?vip=maxwell@kumospace.com )
MHenning1
Contributor

Hi, I'm having a problem using 3rd party apps for deals, and want the functionality as standrad with Hubspot.

A regular, no-fuzz Clone Deal button - Please. 

JuanReyes
Participant

I will never understand how it is possible to not have a deal clone button.

Deals are one of the most crucial pieces of information we manage with Hubspot. We create and move deals around, so it seems only natural to need a clone feature for deals. Why is this functionality not considered important by the Hubspot team? Are we missing something? Why do we have to rely on third-party tools or search for obscure solutions for something so simple?

If someone were to write the history of CRMs, this would undoubtedly be one of the biggest mysteries...

 

 

 

MHenning1
Contributor

Yes, please prioritize this request please. It's something that will help adoption rate with our organization I believe. Today it is just too cumbersome to work with deals in many small ways. 

KisPower
Member

I agree with all the comments here.  Cloning deals is extremely important and a core feature that is needed. Our company has requested that this feature be prioritized since we started using HubSpot and we have no concrete answer as to when this will be available. 

please provide an update on this.   

KPham
Member

it's very frustrating that this isn't a basic feature.

 

HEY @hubspot, PLEASE..... GIVE THE PEOPLE WHAT THEY WANT!!!

IEstaphanOwen
Member

I agree it's really frustrating that this isn't a basic feature.

 

HEY @hubspot, PLEASE..... GIVE THE PEOPLE WHAT THEY WANT!!!

Mahlon
Member

This feels like table stakes for a CRM. It's difficult to encourage staff to use HubSpot when feature that they don't even consider to be 'features' are missing.

KisPower
Member
When will this become available?
KPham
Member

I eagerly waiting too..

 

Theres the third party app.. it'll only work for one person-- your hubspot admin typically. If you want additional spots, you'd have to pay for it. 

 

I'm trialing the app still, not too sure for how much longer before they cut me off and force me to pay.  Needs to be available asap.

Glay_Imutan
Participant | Diamond Partner

WE'VE BEEN WAITING FOR THIS FEATURE SINCE 2016! IT KINDA FEELS ICKY TO RENEW HUBSPOT SUBSCRIPTION FOR A FACT THAT THEY MISSED A BASIC BUT CRUCIAL FEATURE ON THEIR SYSTEM! SO FRUSTRATING! THOUGH THEY HAVE A WORKFLOW TO DUPLICATE DEALS, I AM STILL WONDERING WHAT STOPS THEM FROM BUILDING A SIMPLE CLONE FEATURE. 

 

 

LaLokker
Participant | Elite Partner

It would be really helpful if we could clone a deal with all of its line items into a new pipeline. 

MWolf
Top Contributor

We need the deal clone functionality. It is fundamental.