Cloning an Opportunity


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. 



  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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