Clone Deal
Clone deal to track multiple sales engagements or train new users.
1 reviews
安裝
270
相容於
Sell
開發者
Zendesk
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.
如何安裝
Install the 'Clone Deal' app. No additional settings are required.
If you want to see the Original Deal ID on the cloned deal, you will need to create a deal custom field called 'Source Deal ID'
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Leisa Jaye
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