Duplicate A Deal
To duplicate
a deal in Record View, follow the below steps:
1. Click on the Deal Name.
2. The Deal Information window is displayed. Click on the Duplicate icon in the top left corner.
3. Update the details and click Save.
To duplicate
a deal in Record View, follow the below steps:
1. Click on the Deal Name.
2. The Deal Information window is displayed. Click on the Duplicate icon in the top left corner.
3. Update the details and click Save.