Cloning a Pipeline

[BMcGee]

I'm reaching out to the community to ensure my searching and Assistant information is correct.  We've opened another branch office and we want to set up a new Deal Pipeline which would duplicate our existing Enterprise Pipeline. (It's important to keep this office's Pipeline seperate) 

I don't think you can clone a pipeline to help recreate the new Pipeline.  I hate that it appears I would have to set up each stage, assign all the individaul properties (we have quite a few) for each stage (8 of them).  

Before I started this I wanted to check to see if I was missing anything!  

[karstenkoehler · Accepted solution]

Hi @BMcGee,

This is possible, see here 🙂

https://community.hubspot.com/t5/CRM/Pipeline-klonen/m-p/1188365/highlight/true#M159277

Best regards

[karstenkoehler · Accepted solution]

@BMcGee you should see the option to clone after clicking "create pipeline". Best regards!

[karstenkoehler · Accepted solution]

@BMcGee have you made sure to enroll / request the beta before trying this (see the linked thread)?

Settings → Product updates → Pipeline Cloning. If you're not seeing it yet, you might have to wait just a bit longer or talk to your CSM.

[SkeeStylus · Accepted solution]

Its now out of Private Beta and now public but you should be able to see this option now when you Opt-In to the Beta.

[BMcGee]

Thanks!  Karsten had pointed me that way as well and we're in the beta.  Big time saver! 

[karstenkoehler · Accepted solution]

Hi @BMcGee,

This is possible, see here 🙂

https://community.hubspot.com/t5/CRM/Pipeline-klonen/m-p/1188365/highlight/true#M159277

Best regards

[BMcGee]

You are the man!  I hoped to connect at INBOUND, but I didn't see you.  I'll give the solution a whirl and hopefully will solve it.  

@karstenkoehler  So revisiting this as I don't see the Cloning option the solution speaks of.  attached is a screen grab showing only Create New.  I tried that to see if I got a further option to Clone and I did not.   Am I missing something?

[karstenkoehler · Accepted solution]

@BMcGee you should see the option to clone after clicking "create pipeline". Best regards!

[BMcGee]

It doesn't give me that option.  Only tells me create the name of the new pipeline.

When I enter a name I was hoping it would give me the option, but it did not.

[karstenkoehler · Accepted solution]

@BMcGee have you made sure to enroll / request the beta before trying this (see the linked thread)?

Settings → Product updates → Pipeline Cloning. If you're not seeing it yet, you might have to wait just a bit longer or talk to your CSM.