New but very helpful feature request - Duplicate a deal including all custom fields

投稿日時：2022年8月22日

It is difficult to forecast proper revenue recognition in ZenSell and also renewals for multiple SaaS software products with different expiry dates for the same customer.

I've added custom fields for my reps to input the number of months associated with each component (services and SaaS) for our deals which helps somewhat.

That said, we often break our multi-month deals into separate deals i.e. one per month to make this forecasting easier.

I would really like to see the ability to duplicate an existing deal with all custom fields intact and then just tweak or modify the newly copied deal. It would save my team a lot of time and also help eliminate errors.

Who's with me?

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Marie Laurenza

Zendesk Engineering

2022年8月23日

Hi Jason -- this capability currently exists in the form of the Clone Deal app that our team built and supports. Check it out here (in Zendesk Apps Marketplace).

Best,

-Marie