Manage Recurrent Opportunity

If you need to create a similar opportunity as an existing one, you can clone it to save time.

1. Click Clone with Product Button

From an Opportunity click Clone with Product Button

1. Click Clone with Product Button

2. Review fields, Complete and Save

2. Review fields, Complete and Save

3. Review New Opportunity and Products

A new opportunity has been created with the same products as the first one. You can edit the opportunity details and the related products.

3. Review New Opportunity and Products