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How to copy an opportunity In the new CRM RRS feed

  • Question

  • In the previous CRM version there was an option to copy an opportunity, and then change the customer name and modify as needed to meet the criteria of the new opportunity. Is there a way to do so in the new CRM version?

    Thanks,

    Martin

    Wednesday, January 28, 2015 5:44 PM

All replies

  • hi Martin,

    you will have to use a plugin or JavaScript to get the functionality.

    regards

    Jithesh

    Wednesday, January 28, 2015 9:31 PM
  • Hi Martin,

    If your query is about the cloning the record then refer this link which works without coding and creates one duplicate record, that you can edit and save.


    Regards, Rekha.J

    Thursday, January 29, 2015 8:58 AM