Installing and using the Clone Deal app

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2 Comments

  • Suzanne Goldlust

    Hi there--

    It looks like the cloned deals are automatically placed into the "Prospecting" stage, but we'd like them to be set to "Negotiation/Review." Is it possible to edit the auto-set stage for all cloned deals? (I'm guessing not, since I don't see it mentioned here and can't find it anywhere in our settings, but I remain ever-hopeful. If not, please consider adding that functionality.)

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  • JJ
    Zendesk Customer Advocate

    Hello Chris,

    Please note that at the moment we cannot change where the Deal starts in the Sales Pipeline and that this always starts with the first stage in the pipeline, which is by default 'Prospecting'.

    Have a great day and stay safe!

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