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.
- 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
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'