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.

101 Kommentare
annikakettunen
Mitglied

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
Teilnehmer/-in

Very interesting!! Thank you for sharing it

kvlschaefer
Community-Manager/-in

Thank you for sharing, @annikakettunen

MHenning1
Mitwirkender/Mitwirkende

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

KisPower
Mitglied

This is a must-have feature for any CRM

rodericks
Mitwirkender/Mitwirkende

Is there any update on this? 

GNewson
Mitglied

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
Mitglied
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
Mitwirkender/Mitwirkende

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
Teilnehmer/-in

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
Mitwirkender/Mitwirkende

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
Mitglied

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
Mitglied

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

 

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

IEstaphanOwen
Mitglied

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

 

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

Mahlon
Mitglied

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
Mitglied
When will this become available?
KPham
Mitglied

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
Teilnehmer/-in | 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
Teilnehmer/-in | Elite Partner

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

MWolf
Stratege/Strategin

We need the deal clone functionality. It is fundamental.