Copy an Opportunity

Updated 3 years ago by Celina Kwan

To complete this procedure, you must have Insert permission for Opportunities. To copy the associated notes or documents you must also have Insert permission for notes or documents.

Use this procedure to create a new opportunity from an existing Opportunity. You have the option of copying all notes, documents, appointments, and tasks associated with the entry.

  1. Click on the Opportunity to make it the current entry.
  1. Select Edit > Duplicate Current Entry.
  • The Duplicate Entry dialog box opens.
  1. Select the entries that you want to copy to the new entry, and click OK.

  • Notes duplicates all notes associated with the current entry.
  • Documents duplicates all document.
  • Appointments and tasks duplicates incomplete appointments and tasks associated with the current entry.

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