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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.
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- Click on the “Duplicate” button to duplicate the opportunity information from the Overview page.
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- All existing information will be pre-populated in the “Create Opportunity” page as shown.
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- Make the necessary changes. Click on the “Create” button to complete. A new opportunity is created.
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