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.

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