Knowledge Base/Organizing your data/Deals/How can I duplicate a...

How can I duplicate a deal?

BF
Breandan Flood, February 19, 2021

In the Detail View of the deal you wish to duplicate, click on the ... button, and select the Duplicate option found there.
You will automatically be taken to the duplicate deal, which will have (Copy) added to the Deal Title field.

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When you duplicate a deal, the core information is added to the new duplicated deal, such as the deal title, contact person, organization, value, and stage. However, none of your linked activities, notes, or emails will be linked to the new duplicate deal, as they can only be linked to one deal at a time.

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