The Capsule Blog

Duplicating Opportunities

For those users that have recurring sales opportunities we have introduced a handy feature to duplicate existing opportunities. For example if you have renewable orders or memberships that are to be renewed on a regular basis for the same clients.

To do this, go to the opportunity you want to duplicate > Go to Actions for this Opportunity > Duplicate. You will now be able to review the details that you are about to use in the duplicate Opportunity. Hit Save and your new duplicate opportunity has been created.