Copy an Opportunity
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.
- Click on the Opportunity to make it the current entry.
- Select Edit > Duplicate Current Entry.
- The Duplicate Entry dialog box opens.
- 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.