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How can I duplicate a deal?

BF
Breandan Flood, June 16, 2022
Note: The number of open deals you can have depends on which plan you are on. You can learn more about usage limits in this article.

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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