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How to clone and delete deals

Modified on: Wed, 30 Oct, 2019 at 7:50 PM


Applicable plans
Sprout Blossom Garden EstateForest


Cloning a deal, opens an overlay with the deal’s data pre-filled in all the deal fields. You can edit some of the values in the fields and save the cloned deal as a new deal. This saves you from manually entering data when deals share similar information such as common account, owner, product, deal value etc. You can also delete deals in a jiffy either in bulk or individually. 


To clone a deal,


  1. Click a deal to visit the deal’s details page and select the More icon. 
  2. Choose the Clone option.
  3. In the Clone deal overlay, edit the desired fields.
  4. Hit Save when you’re done. 

The deal is added as a new deal and can be found in the Deals list view page.



To delete a deal,


  1. Click a deal to visit the deal’s details page and select the More icon.
  2. Choose the Delete option.
  3. In the dialog box that appears, click Yes to confirm.


You can also Clone and Delete deals from the deals list view page by clicking the More icon beside the field Expected close date. Alternatively you can do the same from the details page of the contact or account that the deal is associated with.



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How to clone and delete deals

Modified on: Wed, 30 Oct, 2019 at 7:50 PM


Applicable plans
Sprout Blossom Garden EstateForest


Cloning a deal, opens an overlay with the deal’s data pre-filled in all the deal fields. You can edit some of the values in the fields and save the cloned deal as a new deal. This saves you from manually entering data when deals share similar information such as common account, owner, product, deal value etc. You can also delete deals in a jiffy either in bulk or individually. 


To clone a deal,


  1. Click a deal to visit the deal’s details page and select the More icon. 
  2. Choose the Clone option.
  3. In the Clone deal overlay, edit the desired fields.
  4. Hit Save when you’re done. 

The deal is added as a new deal and can be found in the Deals list view page.



To delete a deal,


  1. Click a deal to visit the deal’s details page and select the More icon.
  2. Choose the Delete option.
  3. In the dialog box that appears, click Yes to confirm.


You can also Clone and Delete deals from the deals list view page by clicking the More icon beside the field Expected close date. Alternatively you can do the same from the details page of the contact or account that the deal is associated with.



Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial