Clone Deals

If you would like to duplicate a deal or copy the details of a deal quickly in your CRM, you can easily clone it without having to copy/paste it into a new deal.


1
Open the deal you wish to clone on the Pipeline Page.

You can open the deal from the Contact Page, Organization View, or Pipeline page. However, the deal can only be cloned when viewed on the Pipeline page.


2
In the deal view click on the 3 dot's menu → select Clone deal.

Click on the 3 dots menu in the top right-hand corner of the deal and select

3
This will create a new deal with the following details inherited from the original deal:
  • Deal Name (Copy)
  • Deal Amount
  • Deal Custom Fields

    • The above fields can be edited as required and all other fields will remain blank for you to complete.

    Cloned Deal. Edit as required.

    Any attachments associated with the original deal will not be copied to the new deal.

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