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

For additional information and feedback, see the app documentation and submit feature requests.

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

Informatie over app

Werkt met
sell
Sales CRM
Auteur
Zendesk
Versie
1.0.1
Prijs (USD)
Free

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