Cloning a deal in HubSpot is a useful feature that allows you to duplicate an existing deal and create a new one with similar properties. This can save you time and effort when creating multiple deals with similar characteristics.
Step 1: Access the Deals Dashboard
To clone a deal in HubSpot, you need to access the Deals dashboard. You can do this by clicking on the “Deals” tab in the left-hand navigation bar of your HubSpot account.
Step 2: Find the Deal to Clone
Once you are on the Deals dashboard, you will see a list of all the deals in your pipeline. To clone a deal, you need to find the deal that you want to duplicate. You can do this by searching for the deal using the search bar or by filtering the list of deals based on certain criteria.
Step 3: Click on the Clone Button
Once you have found the deal that you want to clone, click on the “Clone” button located in the top right corner of the deal’s card. This will open a new window where you can customize the cloned deal.
Step 4: Customize the Cloned Deal
In the new window, you can customize the cloned deal by changing its name, pipeline stage, and other properties. You can also add or remove any associated contacts or companies from the cloned deal.
Step 5: Save the Cloned Deal
Once you have made all the necessary changes to the cloned deal, click on the “Save” button in the top right corner of the window. This will create a new deal with the same properties as the original deal.
Cloning a deal in HubSpot is a simple process that can save you time and effort when creating multiple deals with similar characteristics. By following these steps, you can easily clone a deal and create a new one with the same properties.