Clone a Deal

Clone a Deal

How to clone a deal?

         Cloning a deal allows you to create an exact copy of an existing deal, including all its details and fields. This feature is especially useful when replicating deals with similar attributes or managing multiple deals with similar parameters.

Follow the below steps to Clone a Deal:

  1. Locate the deal you want to clone.
  2. Click on the deal to open its details.
  3. In the top right corner, click the three dots (options menu).

  1. Select the Clone option from the dropdown.
  2. Adjust any information in the cloned deal as needed.
  3. Click Save to create a new cloned deal.


     




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