Science Interactive Group Knowledgebase

Clone an Opportunity (SKU Change or Migration)

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Follow this process to clone an opportunity as the first step in the CRM for a SKU Change or Migration. 

1. Select the opportunity you wish to clone

2. Select the Flow dropdown in the top navigation bar and then Opportunity Clone

3. Select OK on the pop up screen

5. The cloned opportunity will show in Open Opportunities with the title beginning with CLONED

6. Select the cloned opportunity, rename the Topic, and proceed with populating required fields before saving.

Only certain fields will be copied over. You will be required to populate all necessary missing fields and to complete the business process steps. 

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