Cloning a Deal

[cfleishman]

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 June 10th, 2020, we estimate this thread has around 500 upvotes. I'll continue to update this count as the thread receives upvotes."

[MSAPMG]

Totally agree - it is  a major problem  not to have this- plesae get on this asap

[mfinocchiaro]

We need this feature desperately! 

[simonb]

This is a great idea and I need it asap.

[Martaing]

Yes we need it ! Especially after a poor migration

[tarah]

Yes, need this ASAP.  

[ahmedawan]

We need this feature ASAP please. 

[martin_cardiff]

Agree with the earlier comments that this would be a useful feature

[duncanf]

We also need this asap - havign to manage closing of different deals and looking in two placers for detail is not sustainable

[jessicaking]

Our previous CRM did this and I feel like they were much more basic that HubSpot. HubSpot needs this operation and it would be valuable to many companies not just our's.

[esundance]

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.

[Trumeter]

Hey there esundance, yes you can do this by setting up a workflow. If you do with a workflow, you just have to monitor a field on the Deal (so perhaps you have another workflow that sets a value in a certain field when the contract is up), and then the workflow action step can be to create a Deal.

[Anonymous]

Hey @esundance unless you are also using Marketing Pro or Enterprise, @Trumeter's solution won't be available to you. 

At this time, Sales Pro does not allow you to duplicate deal records. 

Could you tell us what your use case is here? There might be a different approach to acheiving your goal. 

[A2Ben]

I have a use case for this - we establish 3 or 6 month contracts with our clients. Near the end of each contract we inquire about the possibility of extending for another 3 or 6 months. The new deal is almost identical to the old one (i.e. the description, contacts, etc, is pretty much the same) with the only real difference being a different close date.

So, it would be nice to be able to just take the current deal and hit a button to 'duplicate' it.

Thanks!

[esundance]

Hi @Anonymous,

I don't require long-term contracts so my work is on a month-to-month basis. Having the ability to just press a "Duplicate" button would be nice.

[Anonymous]

Hey @A2Ben I'd definitely reccommend posting the above to the Ideas Exchange if you haven't already - this is something we can all then vote on 🙂

[A2Ben]

Will do. Thanks!

[davidjinn]

did the guys from Hubspot say something about this?
Any answers?

So much need it!!!

[Karri]

This should be a basic feature. 

[alexfaust]

Yes please, we need this!

[mhsales]

plus one - this is essential.