How do I duplicate an opportunity?

Updated on July 11, 2020 04:34AM by Admin

  • Log in and access the Opportunities app from your universal navigation menu bar.
  • Select an existing opportunity by clicking on the “More Details” icon.
Home Page

  • Click on the “Duplicate” button to duplicate the opportunity information from the Overview page.

  • All existing information will be pre-populated in the “Create Opportunity” page as shown.

  • Make the necessary changes. Click on the “Create” button to complete. A new opportunity is created.

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