How to Clone an Opportunity in CRM

Overview:

This article provides a step-by-step process on how to clone an existing opportunity.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM sidebar menu, navigate to Sales and select Opportunities.

6. Search for the Opportunity using the filter by Subject category option or the search bar.

7. Click on the Subject of the opportunity to access its details.

8. Click Clone Opportunity and confirm by selecting OK.

9. Remove the existing Customer Name and enter the new Account name.

10. Input the relevant contact details for the new account.

11. Click Save to finalize the cloned opportunity.