Installing and using the Clone Deal app

<p>The <a href="https://www.zendesk.com/marketplace/apps/sell/255790/clone-deal" rel="noopener" target="_blank">Clone Deal app</a> for Zendesk Sell allows admins and users to clone an existing deal.</p>
<p>Cloned deals are also effective for training and onboarding new users because it allows them to practice on test deals.</p>
<p>This article includes the following topics:</p>
<ul>
<li><a href="#h_cc5354a3-b593-4464-b380-5ce8c556dbd7" target="_self">Installing the app</a></li>
<li><a href="#h_388f106c-f9f4-41e0-9a39-677f32707977" target="_self">Using the app</a></li>
<li><a href="#h_b00b19ad-433c-4be5-b5fa-6eb1f6947210" target="_self">Release Notes</a></li>
</ul>
<h2 id="h_cc5354a3-b593-4464-b380-5ce8c556dbd7"><span>Installing the app</span></h2>
<p>The Clone Deal app is installed from the Zendesk Marketplace.</p>
<p><strong>To install the app</strong></p>
<ol>
<li>In Zendesk Sell, click <strong>Settings</strong> (<img alt="" src="https://support.zendesk.com/hc/article_attachments/360043525093/manage_icon.png">), then select <strong>Tool</strong> &gt; <strong>Apps.</strong>
</li>
<li>Click <strong>Marketplace </strong>in the upper-right of the page.</li>
<li>Enter "Clone Deal" in the search bar at the upper right of the page.</li>
<li><span> Double-click on the <strong>Clone Deal</strong> app icon, and click <strong>Install</strong>.</span></li>
<li> In the Installation section, enter a name for the Clone Deal app. This configuration option is also available after installation by navigating to <span> <strong>Settings</strong> &gt; <strong>Apps</strong> &gt; <strong>Manage.<br></strong></span><span></span>
</li>
</ol>
<h2 id="h_388f106c-f9f4-41e0-9a39-677f32707977">Using the app</h2>
<p>When a user has a deal open, the app displays in the right sidebar on the<strong> Deals</strong> page. </p>
<p><strong>To clone a deal </strong></p>
<ol>
<li>In the Clone Deal app, select the estimated close date, the pipeline, and the new deal name.<img alt="" height="536" src="https://support.zendesk.com/hc/article_attachments/4408894861082" width="590">
</li>
<li>Click on <strong>Clone deal</strong>. A confirmation message is displayed.</li>
</ol>
<p class="wysiwyg-indent2"><img alt="" height="392" src="https://support.zendesk.com/hc/article_attachments/4408889757082" width="585"> </p>
<h2 id="h_b00b19ad-433c-4be5-b5fa-6eb1f6947210">Release notes</h2>
<p><strong>Version 1.0.1 - 2021-07-23</strong></p>
<ul>
<li>Fixed an issue with custom fields not being cloned correctly</li>
</ul>
<p><strong>Version 1.0.0 - 2020-05-12</strong></p>
<ul>
<li>Initial release of the Clone Deal app</li>
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