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Overview


In this section, you will find information about the procedure to clone the opportunity. To know more about how to create an opportunity, please go to this page: Create a New Opportunity.

 

 

Concerned profiles:

    Sales - Customer Service - All except Strategic Marketing and Supply Chain & Quality

Table of content


 

Step By Step


•David can also create a new opportunity from an existing one by clicking on the button “Clone”

 

 
David can then update the data of the opportunity and clicks on Save
It’s done! David could simply duplicate the existing opportunity with the products associated. That’s an easy way to start!

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