How can I duplicate a deal?
Breandan Flood, May 9, 2023
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.
In the duplicate?
Linked people, organizations, products and projects
Deal value and probability
Stage and pipeline
Sent and received emails
@mentions or comments
Files and documents
Subscription or recurring payments
Note: If you need to merge two existing deals or contacts into one, you can learn how in this article.
Was this article helpful?