Clone Deal enables users and admins to duplicate existing deals while preserving associated contacts, collaborators, and custom fields, with the option to modify the deal name, close date, and pipeline. The app supports tracking multiple parallel sales engagements and serves as a training tool for new sales representatives to practice deal management in a test environment.
Vendor Description
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'
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