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.

Stay updated with Capsule by signing up for our newsletter

Read our full privacy policy here.

Read more about product

Work in Microsoft 365? Now Capsule does too
product

Work in Microsoft 365? Now Capsule does too

We have integrated with Microsoft 365 to make it even easier to work from your inbox, see calendar events in Capsule and access Capsule quickly and securely with SSO.

Get the information you need in your CRM with Important Fields
product

Get the information you need in your CRM with Important Fields

In this blog we will take a look at our new Important Fields feature and show you how it can help you capture important business information

2020 at Capsule - what we shipped
product

2020 at Capsule - what we shipped

In this article we'll take a look at the past 12 months at Capsule and summarize what new features we've brought to you

Ready to get started?

Trusted by thousands of businesses worldwide

Try free for 30 days

No credit card required