Duplicate Sales Opportunities

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Duplicate Sales Opportunities

This screen allows the user to duplicate the master information from an existing sales opportunity, including the main header, notes, attachments, product/charge lines and costing (if selected). Tasks will not be transferred as they relate to the earliest opportunity.


Select the sales opportunity to copy from (if selected from the main sales opportunity view screen, this will already be populated). Select the account type, or use the Charge to Account finder to select the customer or prospect account.


Duplicate cost records. If this is ticked, then the costs associated with the sales opportunity will also be transferred.






Once the correct and required settings have been made, press the [Create duplicate...] button to duplicate the sales opportunity to a new record with all the settings.


This enables you to use a sales opportunity as a basic template that can be added to as required.