Clone Deal
Clone deal to track multiple sales engagements or train new users.
1 reviews
安裝
200+
相容於
Sell
開發者
Zendesk
About this app
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.
應用程式詳情
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'
公眾評價
留下評論
與其他Zendesk社群分享你的經驗