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JCeballos
参加者 | Elite Partner
参加者 | Elite Partner
コミュニティー参加日： ‎12 14, 2021
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Julian Ceballos

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esundance 5月 12日, 2017
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.
返信 アイデア
211 いいね！
91 コメント
JCeballos
参加者 | Elite Partner
3月 22日, 2022
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 ...続きを読む
cfleishman 8月 31日, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of 続きを読む
返信 アイデア Deals
1822 いいね！
559 コメント
JCeballos
参加者 | Elite Partner
2月 10日, 2022
Maybe this could be useful for you: https://www.instrumental.net/en/deal-duplicator-for-hubspot
cfleishman 8月 31日, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of 続きを読む
返信 アイデア Deals
1822 いいね！
559 コメント
JCeballos
参加者 | Elite Partner
2月 10日, 2022
Maybe this could be useful for you: https://www.instrumental.net/en/deal-duplicator-for-hubspot
MJZook 12月 30日, 2019
Duplicate Deals/Link Deals
I would like to bring up the idea to link deals or duplicate from one pipeline to another pipeline to trigger the workflow in the other pipeline. All notes, tasks, contacts, etc are duplicated into the other pipeline. Example: A deal that is in 続きを読む
返信 アイデア Deals Workflows
109 いいね！
23 コメント
JCeballos
参加者 | Elite Partner
2月 03日, 2022
I don't know, is this something that could help you? https://www.instrumental.net/es/deal-duplicator-para-hubspot?hs_preview=NGceVUwh-65426286848
解決済み
mathieueueu 3月 17日, 2021
How to check for duplicates deals ?
Hello, We had some kind of problems with a workflow made on Zapier, and we saw that some deals were duplicates. How can I check if there are any more ? There isn't the duplicate tools like in the contacts and companies tabs. Thank you
返信 ディスカッション Deals
1 いいね！
3 コメント
JCeballos
参加者 | Elite Partner
2月 03日, 2022
If you want to duplicate deals, I think the better option is use a tool, I suggest this that allows to automate deal duplication based on pipeline st...続きを読む
解決済み
ScotTrumeter 2月 14日, 2018
Clone a deal to bring into another pipeline?
I'm trying to bring a Deal, headed through our main sales pipeline, and add it to an "Upsell" secondary pipeline. Does anyone know how to bring the deal over or do I have to re-create the entire deal? Furthermore, if a Deal is Won, can it trigg 続きを読む
返信 ディスカッション
12 いいね！
9 コメント
JCeballos
参加者 | Elite Partner
2月 03日, 2022
I think this is the tool you need for automate duplications: https://www.instrumental.net/en/deal-duplicator-for-hubspot
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