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Cloning Opportunities

Last post 08-13-2008, 2:14 PM by Laura Speizman. 2 replies.
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  •  08-13-2008, 10:50 AM 1400

    Cloning Opportunities

    Is there a way to clone an opportunity that has been added and edit elements of it ?
  •  08-13-2008, 1:29 PM 1401 in reply to 1400

    Re: Cloning Opportunities

    Laura,

     There are no cloning or copying Opportunity capabilities in the out-of-the box SalesLogix, this would be a customization, but could easily be done by your business partner.

    I know that is not the answer that you wanted to hear, but the best I can do.

    Perhaps someone else has some ideas.

    ( I would make sure your opportunity defaults are setup, this helps in creating new opportunities)

     

    Dale

  •  08-13-2008, 2:14 PM 1402 in reply to 1401

    Re: Cloning Opportunities

    Ah. Ok. Thanks for responding.

    Laura  

     

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