Quick tipHow toSmart CRM

Clone a deal or other record

Clone is in the record's Actions menu.

Subscription
All tiers; custom object records need Enterprise
Permissions
Edit permission for the object
Time
2 min · Beginner
Last verified

Short answer

HubSpot's KB: Super Admins, or users with Edit permission for the object who can view the source record, can clone it. Cloning custom object records needs Enterprise. Filter cloned records with the Record source property and review clones in the audit log.

1. The Actions menu

A record's Actions menu in my demo portal, with Clone next to Merge.

Company record Actions menu showing Merge, Clone, Delete and history options
The Actions menu.

2. Line items

See copying line items.

3. Related

Audit log.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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