Version 6.1.5 (Build 5849), Prof. Version.
There are opportunities that change only in few fields. So it would be best just to duplicate an existing one. I did not find this option. How ca we do this?
Version 6.1.5 (Build 5849), Prof. Version.
There are opportunities that change only in few fields. So it would be best just to duplicate an existing one. I did not find this option. How ca we do this?
In the detail view of the opportunity there is a button available called "Duplicate" (see screenshot). This opens the edit view of an exact copy of the original opportunity. Here you can do all the changes needed for the new opportunity. Click on "Save" to generate the new opportunity (or click "Cancel" otherwise). The original opportunity remains unchanged in both cases.
Stefan Ulrich Sauer
System Analyst
Devoteam Danet GmbH
Gutenbergstraße 10
D-64331 Weiterstadt
Germany
email: Stefan-Ulrich.Sauer@devoteam.com
http://www.devoteam.de
GReat, I must have been blind!
Thanks
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