M
Marc Böhret
There is currently no way to duplicate an Opportunity or create a new Opportunity from an existing one in GoHighLevel, either via workflows or programmatically.
For many real-world sales and marketplace scenarios, Opportunities often share the same discovery data, requirements, and context, while only specific details (such as product selection, pricing, or quantities) need to differ.
Use Case
  • Discovery and requirement data is collected once during a call and stored on the Opportunity.
  • Based on this discovery, multiple parallel Opportunities need to be created for the same customer (e.g. multiple winemakers or sellers, different product selections).
  • The core discovery data should be reused, while selected fields should be editable per new Opportunity.
  • Manually recreating Opportunities leads to duplicated work and inconsistent data.
Current Limitation
  • Opportunities cannot be duplicated or used as a template
  • There is no workflow or API action to copy an existing Opportunity and prepopulate fields
✅ Feature Request
Enable the ability to:
  • Duplicate an existing Opportunity
  • Create a new Opportunity from an existing one (template-style)
  • Define which fields are copied and which are reset or overwritten
  • Trigger this via Workflows and/or API
This feature would significantly improve efficiency, reduce manual effort, and support complex multi-opportunity sales and marketplace use cases.