CRM - Cloning Opportunities by CRM Automation
Now, in your CRM, you can automatically create cloned opportunities using funnel or stage automations. This new feature makes it easier to replicate opportunities by copying all data from the original to the newly created opportunity.
However, attention: if you try to create a cloned opportunity in the same funnel, an error may occur. Below, we explain the complete process and how to avoid problems.
What is the opportunity cloning feature?
The "Create new opportunity" action has been updated and now offers the "Clone opportunity data" option. By checking this option, all information from the original opportunity — such as name, values, custom fields and assignees — will be replicated to the new opportunity.
This feature is ideal for scenarios such as:
Recreate the flow of a lost sale. Open a new opportunity based on an existing one, but in another funnel.
Step-by-step to clone opportunities
1. Access the CRM.
Log in to your platform and navigate to the CRM.
2. Choose the funnel and click on "Automations".
Select the funnel where you want to create the automation and click the Automations tab. You can use either funnel automations or stage automations. In this example, we will use the stage automation.
3. Configure the automation.
Click to add a new automation.
Define the strategy you want to follow (for example, when moving the opportunity to a specific stage).
Under Action, choose "Create new opportunity". Enable the "Clone opportunity data" option.
Important: it is only possible to clone opportunities by specifying another funnel, because it is not possible to clone opportunities into the same funnel.
Another important detail, is that when enabling this option, all data from the original opportunity will be automatically copied to the new one.
4. Save the automation and ATTENTION: If you want to execute the action on existing current opportunities, choose YES after clicking “Save”.
If you try to clone the opportunity into the same funnel where the original is, an error may occur.
This error happens because, when cloning, the system may interpret that there is a movement conflict or duplicate data.
Tip: direct the newly cloned opportunity to a different funnel.
With this new feature, you gain agility and maintain data standardization in your CRM! 🚀
Last updated
Was this helpful?