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Clone Deals

Maria Herrell
Updated 1 year ago

If it's not broken, why fix it? You can clone any deal to maximize efficiency and reduce redundancy in your workflow. Clone a deal from the Deal's profile page, by selecting  Actions > Clone.

A new modal will open, and you will find that all of the fields have been copied over for you, with the exception of the summary, stage, and probability percentage. Additionally, the name of the deal will be set to " Copy of The Deal's name". Adjust any fields as needed, then click save to finish adding the new deal, or click save and add another to clone it again.

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