How To Clone A Deal In HubSpot
- Log In: Access your HubSpot account.
- Navigate to Deals: Go to the "Sales" tab and select "Deals."
- Select the Deal: Find and click on the deal you want to clone.
- Click on Actions: Look for the "Actions" button in the deal view.
- Select Clone: Choose the "Clone" option from the dropdown menu.
- Edit Details: Modify any necessary information in the cloned deal.
- Save the Deal: Click "Save" to finalize the cloning process.
