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 (Kanban view must be enabled)
- 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.