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

    Go to the  Pipeline page.
    Open the deal you wish to clone.
    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. 

  • 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.
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