Duplicating Opportunities

Josef Szotten posted in Product May 24, 2012

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.

Read more about product

June 2020 Product Updates: New Task Assignment Emails, More Customization and Enhanced Security

## Receive Task Assignment Emails Stay in the know by receiving an email whenever a task is assigned to you. You can opt in to...

The easiest way to organize your CRM data

If you're looking for an easy way to organize your data, Capsule Tags and DataTags will help. Here's all you need to know.

Announcing our new sidebar

We've made it even easier to see financial information and tasks on the same page as the contact record by adding them to a sidebar.

Get started

Trusted by thousands of businesses worldwide

Sign up for free