How Can I Duplicate a Deal (or an Application)?

You can duplicate a Deal when the Deal is in the Application Stage (including substages) or Funded Stage. 

Duplicating the Deal (or an application) uses the following information to make a new Deal:

1. Company information;
   
2. People (owners') information

To duplicate the Deal, you will need to go to the Deal Detail page and look for the “⋮” menu icon and select "Duplicate."

Deal Details Page in Application Stage:

Deal Details Page in Funded Stage:

After selecting "Duplicate," you will be prompted to add the following information which is required for a Deal to be in the Application stage: 

1. Amount Requested;
   
2. Deal Name 

You can also choose to copy all attachment by clicking on the checkbox from the original Deal to the newly copied Deal.