CRM - Cloning Opportunities through 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 the data from the original to the newly created opportunity.

However, be careful: 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 action "Create new opportunity" has been updated and now offers the option "Clone opportunity data." When this option is checked, all information from the original opportunity — such as name, values, custom fields, and owners — will be replicated in the new opportunity.

This feature is ideal for scenarios such as:

• Recreating the flow of a lost sale. Opening 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 go 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 or stage automations. In this example, we will use stage automation.

3. Set up the automation.

• Click to add a new automation.

• Define the strategy you want to follow (for example, when moving the opportunity to a certain stage).

• Under Action, choose "Create new opportunity." Enable the option "Clone opportunity data."

Important: it is only possible to clone opportunities by specifying another funnel, as it is not possible to clone opportunities into the same funnel.

Another important detail, is that when you enable 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 current existing opportunities, choose YES after clicking "Save."

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Attention: possible error when cloning in the same funnel

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 understand that there is a movement conflict or duplicate data.

Tip: direct the new cloned opportunity to a different funnel.

With this new feature, you gain agility and keep data standardized in your CRM! 🚀