You can clone an opportunity record within the new Mercury platform. This allows for fast replication of records without the need to enter information multiple times and is especially useful for clients with more than one AOL/Loanapp application.
Only the following records are copied when cloning an opportunity:
- On Details section, only information under "General", Product & Security and Settlement details are included
- Any linked People (contacts)
To Clone your Opportunity:
- Open the opportunity you want to to clone, click "Clone"
- Default opportunity name is "CLONE + opportunity name" but it can be edited if need be. Click Clone.