Clone Deal

Clone Deal

Clone deal to track multiple sales engagements or train new users.

The Clone Deal app allows admins and users to clone an existing deal. Cloned deals are also effective for onboarding new users by enabling them to practice working on test deals.

Features include:

  • Clones original deal information, such as associated contacts, collaborators and custom fields
  • Allows changing the deal name, estimated close date and pipeline before cloning a deal

By enabling this app, you agree to the Built by Zendesk Terms of Use.

Install the 'Clone Deal' app. No additional settings are required.

If you want to see the Original Deal ID on the cloned deal, you will need to create a deal custom field called 'Source Deal ID'

App Details

  • Author: Zendesk
  • Price: Free
  • Support: Email / Website
  • Version:1.0.0
  • This is an app. It will install right into your Zendesk Sell account.

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