Quick summary
To duplicate a deal in ActiveCampaign, navigate to the Deals section, manually re-enter the existing deal's details using Add a Deal, and save it as a new record. ActiveCampaign does not have a one-click duplicate button, so this workaround lets you replicate deal data quickly without starting from scratch.
Steps
- Go to the left-side panel and click Deals to open the deals view.
- Click Add a Deal at the top-right corner to open the new deal form.
- Copy the exact details from your existing deal and enter them one by one into their respective input fields.
- Once all fields are filled in, click Add Deal to save and proceed.
- Your ActiveCampaign deal is now successfully duplicated as a new record.
