Clone deal to track multiple sales engagements or train new users.
About Clone Deal
The Clone Deal app allows admins and users to clone an existing deal. Cloned deals are also effective for onboarding new users by enabling them to practice working on test deals.
Features include:
- Clones original deal information, such as associated contacts, collaborators and custom fields
- Allows changing the deal name, estimated close date and pipeline before cloning a deal
For additional information and feedback, see the app documentation and submit feature requests.
By enabling this app, you agree to the Built by Zendesk Terms of Use.
Installation
Install the 'Clone Deal' app. No additional settings are required.
If you want to see the Original Deal ID on the cloned deal, you will need to create a deal custom field called 'Source Deal ID'
Similar Apps
Salesforce
Zendesk
Easily act with a unified view of the customer across Sales and Service
Sell app for Support
Zendesk
Unify sales and support.
Proactive Campaigns
Growthdot
Email campaigns to reach your customer list and follow up on mail performance.
Mailchimp Campaign
Zendesk
Send email campaigns directly from Zendesk Support using Mailchimp.
Mailchimp Activity
Zendesk
Send email campaigns directly from your Zendesk using Mailchimp
App Reviews by AppFollow
AppFollow
Monitor and respond to iOS, Android, and Samsung reviews right from Zendesk.
