When you clone an opportunity, the following things can happen:
Cloning Line Items:
- All products and details (line items) associated with the original opportunity are copied to the new one.
Cloning the Opportunity Team:
- The team members from the original opportunity are copied to the new opportunity.
- If a team member's role is "Account Manager," their access level is set to "Edit" in the new opportunity, and they are updated to the current user.
Cloning Quotes:
- Any quotes related to the original opportunity are duplicated and linked to the new opportunity.
Custom Rules:
- If line item does not have a corresponding price book entry record, it will not get cloned,
- The cloning process for the opportunity involves resetting and updating some fields. Here's what gets cleared or modified:
| Field | Description |
|---|---|
| Competition Known | Cleared |
| Lost/Won Review | Cleared |
| Stage | Updated to a "Opportunity identification 0%" |
| Cloned From | Set to the original opportunity's ID |
Opportunity Lost Reason | Cleared |
Reason Level 2 | Cleared |
Targeted First Delivery Date | Updated if it's in the past to todays date |
Close Date | Updated if it's in the past to todays date |
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