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What deal data would you like cloned?
When cloning a deal, what data would you like cloned to the new deal? Select all that apply.
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Please select the data you would like cloned
*
Every data point should be cloned
Name
Amount
Close Date
Pipeline the deal is in
Stage the deal is in
Associated objects (products, companies, contacts, etc.)
Outstanding tasks
Deal Owner
Number of associated activities
Other:
Required
Is there anything else you'd like to share with us about your use case for cloning deals?
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