In WorkSpan, you can seamlessly copy an existing opportunity to ease the process of creating new opportunities by saving time and energy.
You have to be an owner or a collaborator on an opportunity to clone it.
Steps:
- Navigate to the opportunity that you want to clone.
- Open the opportunity.
- Click on the gear
icon. - Click Clone. Make a Copy window opens.
- Change the Sales Opportunity name.
- Select the areas that you want to clone.
- Click Clone.
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