How to clone a deal in OnePageCRM
If you would like to duplicate/copy the details of a deal quickly, you can clone it.
To clone a deal
- 1
- Go to the Pipeline page.
- 2
- Open the deal you wish to clone.
- 3
- In the deal view, click on the Clone deal icon to clone. This will create a new deal with deal name, deal amount and custom fields details inherited from the original deal. However, all other fields will remain blank for you to complete.
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NOTES
- Any attachments associated with the original deal will not be copied to the new deal.
- Clone a deal is only available in the Pipeline Page.