Cloning an Opportunity

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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 of an opportunity to clone it. 

 

Steps:

  1. Navigate to the opportunity that you want to clone.
  2. Open the opportunity.
  3. Click on the gear Screen_Shot_2018-07-31_at_10.42.26_AM.png icon.
  4. Click Clone. Make a Copy window opens.Screen_Shot_2018-08-09_at_1.14.50_PM.png
  5. Change the Sales Opportunity name. 
  6. Select the areas that you want to clone.
  7. Click Clone.
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