Copying an Opportunity to Create a New Opportunity

  1. Open the Opportunity Copy/Create Utility form.
  2. Select the opportunity you want to copy from.
  3. Optionally, specify this information:
    Name
    Specify a name for the opportunity.
    Type
    Select Customer or Company as the type.
    Customer/Company
    Salesperson
    Select the salesperson to assign to the opportunity.
    Sales Engineer
    Select the sales engineer to assign to the opportunity.
  4. Use these check boxes to select any additional information you want to copy:
    • Copy Sales Order Opportunity Lines
    • Copy Service Order Opportunity Lines
    • Copy Contract Opportunity Lines
    • Copy Activities
    • Copy Competitors
  5. Click OK. The To Opportunity field is updated with the new opportunity number.
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