It is now easy to clone a deal from a currently created deal. There is now a new icon on the Deal Profile page that will allow you to clone the details from that current deal to create a whole new deal. To clone the Deal, please follow the below steps:
1. Navigate to a Deal Profile by typing in the Deal name on the global search and then click the Deal name under OPEN DEALS section. The Deal profile will display.
2. On the Deal Profile page, click the clone icon that looks like below. It is located in front of the Office name on teh Deal Profile Header. The Clone Deal dialog will display.
3. On the Clone Deal dialog, please enter the below information and click Save button.
- Choose a new deal name. The cloned deal will default to the original deal's name
- Choose a new time frame for the deal. The cloned deal will default to the original deal's time frame.
- Set Go To Cloned Deal After Save: to Yes. If you would like to go to the newly cloned deal after clicking save to enter in the dollar values of the cloned deal.
4. Once on the new deal profile, you can start to enter the dollars.
Notes:
- Clone deal will copy over the following information into a new pending deal:
- Office
- Sales Stage
- Weighted Percentage
- Weight
- Status
- Account
- Agency
- Category
- Salesperson
- Deal Details or Rows on the Deal
- Dollars, Notes, and Activities are never cloned. A closed deal can be cloned.