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."

[cfleishman]

Hey HubSpot Community,
Here to share an un-fun update. We explored Cloning Deals in the second half of 2023 but are not ready to execute yet. Projects like this seem easy on the surface, but both technical and customer experience implications really matter. We're committed to providing the best experience, and sometimes that means taking extra time to do so. I know this is still a pressing need, and plan to make strides this year. In the meantime, as folks on this thread have mentioned, either using a workflow or an app like Deal Duplicator are your, admittedly not perfect, best options.
-Maggie

[cfleishman]

Survey permissions have been updated! Please try here and let me know if you're encountering issues: https://forms.gle/7RRi8jUMTnLqP9M38. 

[cfleishman]

Hi HubSpot Community great news! Our product team is prioritizing this feature and actively working on a solution. To help us better understand what exactly you'd like to clone (e.g. properties, associations, activities), could you please take this short survey? Thank you!

*Update: Survey link has been fixed, please let me know if you're still not able to access it.

[cfleishman]

Hello HubSpot Community, 

Thank you all for your incredible patience. We reckon an update is warranted. 

Unfortunately, this idea remains unplanned. The team is currently planning some really valuable, high-impact features (e.g. team goals, deal overlays, color coding the deals board) that fall higher on the priority list. We can't take this on. But we understand the need and see the value in a cloning feature. 

Fortunately, there's a workaround. You can use workflows to create a new deal and copy data from the existing deal. 

Thank you for making HubSpot CRM a better tool. 

[cfleishman]

Hello HubSpot community,

Thank you for your continued feedack here. I wanted to provide an update on the status of this idea. Cloning a deal is absolutely on a list of things we’d like to do. However, the list is long and time and resources are limited, so building this functionality is ultimately a question of priorities, and this is a lower priority compared to some of the other things we’re working on right now. We're continuing to keep an eye on the use cases provided in this idea and are always re-evaluating our top priorities, I'll be sure to update this thread when this is a more near-term priority. 

- Dylan 

[cfleishman]

Hello HubSpot community, 

Thank you for your continued input on this idea. As I mentioned in a previous post, saving reps time is squarely in the realm of things we are thinking about on the HubSpot Product Team. 

To help us continue to deliver a product that helps your business grow better, could you answer this 3 question (only 1 required) survey about your detailed needs for cloning deals? 

Thank you in advance! 

[JakeJones]

Yes. This is needed. 

[lknight2591]

Not sure why this idea is marked as resolved, as workflows address recurring deals, but doesn't address the underlying ask here. You should be able to duplicate and/or clone a deal in your database. We often have customers who have large tranches of deals, (20+) that are almost identical in characteristics. We track them separately, as they would close separately. IT would save us a tremendous amount of time if you had the ability to duplicate/clone and then update accordingly. 

[hardikchitroda]

In agreement..

Especially the field sales people

[StephenDB]

We absolutely need this feature!!!!

[sgazeau]

Totally agree. Please add this feature. 

[dleitch]

We also need this functionality.

[rishichande]

Agreed, really basic functionality that I'm surprised doesnt already exist

[taylorilacqua]

Agreed let's add this!

[dan_sitton]

Hi @cfleishman, I haven't read all the comments but if you are using HubSpot Sales Pro there is a way to "clone" a deal without an external app. You can use a series of workflows to clone the deal for MRR, with re-enrollment so that as each deal closes it opens up an identical deal in the pipeline at a specific stage. In addition, you can set tasks for this deal - so if you have a 90 day notice outreach you can automatically set the task for this and any additional tasks for each MRR deal.

If you haven't already figured this out and want any more information on it you can let me know by tagging a reply in this thred and I'll respond with the information.

[cfleishman]

@dan_sitton thanks for the info. This is an okay solution for us but not best. We don't use contact owner instead we have different fields for our contact owners because it's possible that we could have five different sales persons for one contact depending on what is being sold. Being able to simply hit a "clone deal" button would allow us to clone all of the information including the "deal owner" versus the contact owner. 

[CT-Eko]

Dang. I was disappointed to learn this isn't already a feature. Upvoted for justice! 

[lizyork]

Please enable cloing a deal! This would be huge for our team.

[Rozi12]

Me too !! voting for it

[ccuhsnick]

Love the idea. This would make life so much easier

[MFrankJohnson]

Solved (with slight modification): https://community.hubspot.com/t5/Lists-Lead-Scoring-Workflows/How-to-copy-HubSpot-Deal-Properties-to...

[KAA]

It's been a year, please give us this option!

[PBones]

definitely need this, as we have clients with weekly and monthly contracts/deals with us

[Oirema]

Upvote, it would be very, very useful!

[christa]

Our sales team needs this ability too. Duplicating some deals that call for it would be way more efficient then the current situation. This duplicating of deals is determined by the Sales rep and a workflow is not the solution as it isn't a cut and dry trigger for enrollment into a workflow. We simply need to have the ability to hit a button to duplicate a deal and update the close date and other info as needed.

Again, a workflow is not the solution for this. I saw a 'solved' idea that claimed the workflow resolved it. That isn't the answer to this issue. Take another look at the request!

[IT-Blocks]

you must add this needed featurer