Copying an opportunity

You can copy an existing opportunity to quickly create a new opportunity with the same competitors, contacts, and products as well as other information.

To copy an opportunity:

  1. Access the Opportunity detail view for the campaign that you require to copy.
  2. Click Copy.
    The Insert Opportunity window is displayed with this information from the original opportunity:
    • Description
    • Account
    • Account Manager
    • Type
    • Lead Source
    • Competitors
    • Products
    • Contacts
  3. Modify the copied information if required and complete the remaining information fields.
  4. Click Save.
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