How to duplicate an Opportunity
RealtimeCRM allows you to duplicate an Opportunity and assign it to the same or a different Company. Simply use thebutton on an Opportunity to save you from having to retype all the information.
Duplicating an Opportunity
- Click on the Opportunities panel in the left hand sidebar
- From the list of Opportunity records click on the one you wish to duplicate
- Once inside the relevant Opportunity record simply click the button on the right of the grey bar titled ‘Opportunity details’
- A new dialog box will appear with a drop down menu allowing you to select which Company to assign the duplicate Opportunity to, if you wish to proceed with the Opportunity duplication click the Confirm button
- You should now be taken to your newly created duplicate Opportunity record. You can then modify any details that need to be modified before starting to win it.