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
4. Navigate to the Account Record to view Open Opportunities
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.



0 Comments
Add your comment