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Copy Opportunity
Copy Opportunity

Duplicate and Edit an Existing Opportunity to Create a New Opportunity

Kate Mattison avatar
Written by Kate Mattison
Updated over 3 months ago

If you'd like to make a copy of an existing opportunity window instead of creating a new one from scratch:

  • Click Opportunities on the left navigation menu

  • Find the existing opportunity window you'd like to copy

  • Click the gray dots on the right side of the opportunity and click Copy opportunity button:

  • Edit any details in the opportunity, then save

Have more questions? Please reach out by clicking the chat icon in the bottom right corner of your screen from 8am-6pm CT, Mon-Fri.

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