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Clone Deals

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Maria Herrell
Updated 2 weeks ago
Cloning a deal allows you to quickly create a new deal using the details from an existing one, saving you time and reducing repetitive data entry.

How to Clone a Deal

  1. Navigate to the deal you want to clone.
  2. In the top right corner, click on the Actions menu, then choose Clone.
  3. A new window will appear. All fields will be copied except for the summary, stage, and probability percentage.
    • The deal name will be set to Copy of [Deal’s Name].
  4. Edit as Needed
  5. Click Save to complete, or Save and Add Another if you want to clone again.

Need help? Contact support at [email protected]. 
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