How to clone Opportunities and their settings?

  • 6 January 2022
  • 5 replies

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. 



Best answer by Michelle from Copper 7 January 2022, 18:18

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5 replies

Userlevel 7
Badge +7

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!

Clone opportunity seems like such a common feature - can you please put this on your roadmap - its not great to have to create a workflow just to compensate for a missing core feature.



Userlevel 7
Badge +7

@Gerhardd I understand where your feedback in coming from. The best thing to do is post that as an Idea so that the product team can take a look. Once that Idea thread is created we’ll also use it to inform you of any updates.

solved my problem

Can you not use multi option dropdowns as fields?