How can I duplicate a deal?
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Note: The number of open deals you can have depends on your plan. You can learn more about usage limits in this article.
When working in Pipedrive, you may need two copies of the same deal but don’t want to spend the time making a second version from scratch.
With the duplication feature, you can save yourself time and energy and get your deal copied fast.
How to duplicate a deal
To duplicate a deal, go to its detail view, click the “...” and select “Duplicate.”
Once you confirm, you’ll be redirected to the detail view of your duplicate deal, with copy added to its title.
Which data does a duplicate have?
Here’s a visual to show which data gets copied over to a duplicate deal, and which doesn’t.
Data type | In the duplicate? |
Linked people, organizations, products and projects | Yes |
Labels | Yes |
Deal value and probability | Yes |
Stage and pipeline | Yes |
Activities | No |
Sent and received emails | No |
Notes | No |
@mentions or comments | No |
Files and documents | No |
Subscription or recurring payments | No |
Note: If you need to merge two existing deals or contacts into one, you can learn how in this article.
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