Clone Opportunity

In some cases, same opportunity gets from customer, in that case “Clone Opportunity” helps to gets the details from previous opportunity. By clone the opportunity, all opportunity details and added product will get copied to new opportunity. This helps to reduce the time for opportunity creation.

Follow the below steps to clone the opportunity.

• Navigate to -> Menu Category.
• Select Sales menu category.
• Navigate to Sales -> Opportunities.
• Click on opportunity record which to be cloned.
• Click on “Clone” button of opportunity, it will redirect to new opportunity creation page with auto fill details and on save the new opportunity record will get created with added products.
• “Parent” field shows the opportunity record from which new opportunity is cloned, shown as below.