Clone a Deal

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The deal cloning feature allows the user to preserve the original deal while making changes to create multiple similar deals quickly.

Select the deal you want to clone, and then click on the … menu on the right corner of the deal details.
Click on Clone Deal, enter a new deal name and select the sections of the deal that needs to be cloned.
Select clone and then update the new deal and then save.

Known Issues and Limitations
You can select or deselect to clone the entire details, financials, deal team members, external accounts, external contacts and deal products. You cannot individually choose what fields to clone.
Buyers list, activities, and Intralinks tabs cannot be cloned.

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