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How to clone Opportunities and their settings?

  • 6 January 2022
  • 3 replies
  • 85 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!

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

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Userlevel 6
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!

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.

 

Thanks

Userlevel 6
Badge +5

@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.

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