Can I Clone a Past Opportunity?

Modified on Wed, 25 Sep, 2024 at 10:20 PM

You have the ability to clone past Opportunities. To find your past Opportunity and clone, follow these steps:


Go to your Opportunities

Use the drop down arrow to "Filter by date" and select "Past"



Locate the Opportunity you would like to clone and select "Actions" and "Clone this Opportunity"



Select "Clone"



You'll be redirected to your Cloned Opportunity. The name will appear the same as the initial Opportunity PLUS "-COPY". Give this Opportunity a name and complete it as you would building out any Opportunity.


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