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Hey @JasonTisdall I'm not that technical, so I used an app called "Deal Duplicator" for HubSpot… it was really easy and it was free and it carried all elements of the deals (you only have to pay if automation is needed).
Hello AMah, we understand your thoughts. I wanted to share with you that this app was made from scratch and is stored in our server that generates a monthly cost. We provide the manual duplication for free, the purchase is only when you require automated duplication.
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.
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