image for site

How to Install Clone Deal App - Frequently asked questions

Discover answers to common questions about installing and using the Clone Deal app. Learn how to set up, troubleshoot, and maximize its features.

Frequently asked questions

How do I install the Clone Deal app in Zendesk Sell?

Installing the Clone Deal app is a straightforward process. First, navigate to the Settings in Zendesk Sell, then select Tool > Apps. Click on Marketplace in the upper-right corner of the page. Enter 'Clone Deal' in the search bar, double-click on…

What is the Clone Deal app used for in Zendesk Sell?

The Clone Deal app is designed to help Zendesk Sell users easily duplicate existing deals. This feature is particularly useful for training and onboarding new users, as it allows them to practice on test deals without affecting real data. By…

How do I use the Clone Deal app to duplicate a deal?

Using the Clone Deal app to duplicate a deal is simple. When you have a deal open, the app will appear in the right sidebar on the Deals page. To clone a deal, select the estimated close date, the pipeline, and the new deal name in the app. Then,…

Can I change the default stage for cloned deals in Zendesk Sell?

Currently, it is not possible to change the default stage for cloned deals in Zendesk Sell. All cloned deals automatically start in the first stage of the sales pipeline, which is 'Prospecting' by default. This limitation has been noted by users,…

What are the release notes for the Clone Deal app?

The Clone Deal app has had a couple of updates since its initial release. Version 1.0.0 was the initial release on May 12, 2020. The most recent update, Version 1.0.1, was released on July 23, 2021, and it fixed an issue with custom fields not…

Interested indeflectingover 70% of your Zendesk support tickets?

Our AI customer support agent is here to help. Trained on all your help docs, installed directly into your Zendesk account, it can be used to automate customer replies for tickets or live chat. Learn more below.
Zendesk logo

Zendesk Support Tickets

Receive new tickets by email or a support form? This integration is for you.
My AskAI integrated within Zendesk to deflect support tickets
Learn about our Zendesk ticket integration
Zendesk logo

Zendesk Messaging (live chat)

Using Zendesk's Messaging widget on your site for live chat? This integration is for you.
My AskAI integrated within Zendesk to deflect customer support live chat conversations
Learn about our Zendesk Messaging integration

Join1,000+ companies reducing their support costs and freeing up support agents for more important work

Vestd company logo — Customer of My AskAI's AI customer support agents
Genesis company logo — Customer of My AskAI's AI customer support agents
Zinc company logo — Customer of My AskAI's AI customer support agents
Customer.io company logo — Customer of My AskAI's AI customer support agents
Zeffy company logo — Customer of My AskAI's AI customer support agents
NHS company logo — Customer of My AskAI's AI customer support agents
Kontakt.io company logo — Customer of My AskAI's AI customer support agents

Reduce support costs.Spend more time on customer success.

Our AI customer support agents are already used by 👇
Companies using AI assistants on their websites