Replicating a deal is a beneficial strategy for individuals aiming to enhance productivity and uphold precision in their work processes. This practical approach can efficiently save time and effort when managing comparable contracts or opportunities. By leveraging this method, you can effectively reduce time wastage and eliminate the need for redundant data entry. By adhering to the step-by-step instructions provided, duplicating deals within your dashboard becomes a simple and streamlined task.

Step 1: Access the Deal

The first step is to locate the deal you want to duplicate. Click on the context menu>Select Duplicate>You will receive a success message.

Step 2: Review and Edit Duplicate Details

Upon confirmation, the system will create a duplicate deal based on the original. You will be redirected to the newly created duplicate deal, which will inherit most of the information from the original. Take this opportunity to update any necessary details to reflect the new deal.

Take a final moment to review the duplicated deal and verify that all the details are accurate. Double-check provided details.

Step 3: Save the Deal

Click Release and then Save button -This step ensures that your changes are recorded, and the duplicated deal is ready for further action. 

Please follow the GIF and replicate the demonstrated steps to acquire the knowledge of duplicating a deal.

Note: Please note that this feature is specifically available for corporate users and not applicable to financier users.