"copy Deal" button

Being able to Dublicate a deal - would be very useful.  We sell our service as a subscription, so some deals are repeated each month, year, etc. 

HubSpot updates
3 Replies
New Contributor

Please add this.  I have weekly news paper ad's for clients that I need to track revenue wise. 

New Contributor

Please add this functionality using a copy button, then selecting the companies/contacts for the copied deals.  thanks.


With the new deal-based workflow released last week, we could all build the "Copy Deal" button on our own if we had a "Button triggering workflow". Having a "Button triggering workflow" is more likely to be released than a "Copy Deal button" because it's more generic and applies nicely to more organizations. Hence I would encourage you to upvote that idea: https://community.hubspot.com/t5/HubSpot-Ideas/Workflow-trigger-Button-click/idi-p/204893