With Mercury Nexus you can clone opportunity records, allowing for the quick and easy replication of records without the need for double data entry.
What information can I clone?
When cloning an opportunity, the following information will be copies:
- Details - information included in the General, Product and Security and Settlement details is duplicated.
- Any linked People(contacts).
- Information stored under Financials.
How do I clone an opportunity?
To Clone your Opportunity:
- Open the CRM app.
- Select Opportunities from the left-hand menu.
- Open the opportunity you want to clone.
- Navigate to Clone in the top menu. The default opportunity name is CLONE + opportunity name, but this can be edited if need be.
- Click Clone.