deals_duplicate
Duplicate a deal to create a template or similar opportunity while preserving person, organization, and product details.
Instructions
Duplicate an existing deal.
Creates a copy of an existing deal with all its properties. The new deal will have the same values, person, organization, etc.
Workflow tips:
Creates exact copy except for ID and timestamps
Followers are NOT copied to the new deal
Products attached to the deal ARE copied
Use deals/get to view the original before duplicating
After duplication, you may want to update the title
Common use cases:
Duplicate template deal: { "id": 123 }
Create similar deal: { "id": 456 }
Workflow: duplicate deal, then update specific fields
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | ID of the deal to duplicate |