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."

[MobileDoorman]

Agree! Us too!

[Evans4316]

This idea was submitted over a year and a half ago with no response from Hubspot.  Any idea when it will be made a reality?

Is there any reason that it hasn't progressed at all?

[Thefunnelmaster]

It would make the sales team's life way easier if this feature was in place.

Glad to hear it's in the works!

[Roland_Cz]

If you are in the Deal, there is an Actions button with drop down arrow, yet no Clone feature so that you can then just change something like the date  

Why are the some of the most basic common sense features not standard in Hubspot??

[timfresen]

This would indeed be a useful feature. Especially after a data migration, allowing for a quick implementation of Hubspot without spending too much time on checking whether you're deleting the right deal.

[Andreea]

UP

[AdrienC]

me too! I'd love to be able to done this. 

[Anonymous]

YES! Please make this a priority! 

[natan]

Sad to see this doesn't exist yet especially with so many requests over two years. Would help us a lot too.

[DavidRivera23]

This is an awesome idea and needs to be in place. When I used to work in my prior companies, we were able to duplicate deals. 

[egbert]

UP yes plz

[TestingTime]

We would love to use this as well. Especially because some steps of the pipeline are synced automatically with our ordering tool via API and some steps are not.

[ChrisMartin]

Totally agree

[Bernard]

Would be really helpful to have this solution.

[rgschultz65]

Much needed feature!

Would love to upvote this idea but don't see how. If you could let me know how to do so I would be happy to do it.

Thanks!

[AshleyHovatter]

@rgschultz65 Do you see the little (it almost looks like the Facebook one) thumbs up on the original post? It is here you can upvote.

Hope this helps! 🙂

[KinseySullivan]

Definitely! This would make life so much easier. I think products should be cloned with the deal, too.

P.S. @karinamariotti you need to upvote this one 🙂

[karinamariotti]

This is a great idea! 

Cloning products or even creating a workflow where products could be automatically added would be great too!  This would provide flexibility for customers. 

[DebbieMakrinaki]

Agreed. We need this!!

[SarahG_YGD]

I would love this feature to clone deals as well! We sometimes have deals that break out into multiple phases and it would save a lot of time, not having to reenter all the notes and contacts. With Hubspot being a top rated CRM, I do not know how this feature is not available and has not been created since a lot of people in the community could use it.