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Duplicating Opportunities
Thursday, May 24, 2012 by Josef SzottenFor 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.
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Comments
Regan Thu May, 24 2012 at 08:23 pm
For anyone considering Capsule as their organization’s new CRM, not only does the program kick a$$, but their development team is communicative and responsive. Thanks Capsule for listening to us and adding this feature!
CRM blogger Tue May, 29 2012 at 05:13 pm
Thanks for great feature
Chris Bliss Fri Jun, 1 2012 at 02:05 pm
Awesome!