How To Clone A Deal In Hubspot

How To Articles

Rephrased: Utilizing the feature of deal cloning in HubSpot can prove to be a valuable method for streamlining your sales procedure. It enables you to replicate a preexisting deal, simplifying the process of repeating your workflow and organizing comparable deals without having to start anew each instance. In the following article, I will walk you through a detailed, step-by-step guide on how to clone a deal in HubSpot, as well as offer some personal reflections and observations.

Step 1: Accessing the Deal

To begin, open your HubSpot account and navigate to the Deals dashboard. Look for the particular deal that you want to clone and click on it to access the deal details page. This is where you will find all the information and actions related to that specific deal.

Step 2: Cloning the Deal

Once you are on the deal details page, locate and click on the “Clone” button. This button is usually situated in the top right corner of the page. By clicking on it, you initiate the cloning process.

When cloning a deal, HubSpot creates an exact duplicate of the original deal, including all the associated properties and data. This means that you won’t have to manually input all the information again, saving you valuable time and effort.

Step 3: Review and Edit

After cloning the deal, you will be redirected to the newly created duplicate deal page. Take a moment to review all the copied information and make any necessary edits or updates. This is your chance to personalize the deal according to the specific requirements or changes that may be needed.

It is important to note that while most information is copied over, there are certain elements that won’t be cloned. These could include any associated contacts, tasks, or meetings. Therefore, be sure to double-check and add any missing details to ensure the cloned deal is complete.

Step 4: Save and Track

Once you have reviewed and made all the necessary edits, simply click on the “Save” button to save the cloned deal. The deal will now be added to your HubSpot pipeline and can be tracked and managed just like any other deal.

By using the cloning feature in HubSpot, you can streamline your sales process, especially when dealing with similar types of deals. It eliminates the need to start from scratch every time and ensures consistency and accuracy throughout your sales activities.

Conclusion

Cloning a deal in HubSpot is a powerful tool that can save you time and effort in managing your sales pipeline. By following the simple steps outlined in this article, you can easily duplicate any deal and make necessary modifications to suit your specific requirements. Whether it’s personalizing the deal or simply replicating your workflow, the cloning feature in HubSpot offers flexibility and efficiency to enhance your sales process.