How to Use Clone Deal App to Duplicate Deals
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, click on 'Clone deal' to create a duplicate. A confirmation message will be displayed once the process is complete.
This feature helps streamline the process of creating similar deals, ensuring that all necessary details are copied over efficiently.
More related 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…
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…
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