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!
Best answer by Michelle from Copper
View originalCan 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!
Best answer by Michelle from Copper
View originalHi
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
solved my problem
Can you not use multi option dropdowns as fields?
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