How to Clone a Deal in UPilot?

Every now and then, you may want to create multiple deals with similar data entered to them. In such cases, instead of creating deals individually with the same data or minor changes, you can simply clone the existing deal to create a copy of it.

The deal cloning is also quite useful when you have complex deals with many products in it. It saves valuable time in creating the deal all over again.

To clone an existing deal:

  1. Open the original deal to be cloned
  2. On the top-right corner on the action bar, click on ‘Clone Deal
  3. On the popup, rename the deal as needed.
  4. Click ‘Ok

  • Your new deal has now been created with the same data as in the original deal.
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