Question

Clone Opportunity Settings

  • 6 January 2022
  • 1 reply
  • 13 views

Can I clone/duplicate an opportunity setting profile instead of remaking each time? We have custom fields and pipelines names & %, and use the same over and over. 

Thanks!


1 reply

Userlevel 5
Badge +5

Hi @decienscapital, thanks for the question! There’s not a button to clone an opportunity, but you can build out that function using workflow automation.

I made a video tutorial for you - it goes through how to build that workflow automation. In my example, I set it up so that every time I tag an opportunity with “Clone” it creates a copy for me.

 

The list of variables I mentioned in the video is available here.

 

Let me know if that was helpful!

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