Copying an Opportunity to Create a New Opportunity
-
Open the Opportunity Copy/Create Utility
form.
-
Select the opportunity you want to copy from.
-
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.
-
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
-
Click OK. The To
Opportunity field is updated with the new opportunity number.