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Clone Opportunities
The Cloning Opportunities feature allows making a copy of an existing Opportunity and the details. The copy is created by setting up a template in a Process Step. Once the step has been completed the copy is then created within the contact or organization.

Directions to the steps for set up:
Go to Account | Process Builder
Create the Opportunity Templates by selecting Opportunity Template
Create New
Name the template
Set the Close Date for the <number> of Days after the original close date
Set the Due Date for the <number> of Days before the close date
Opportunity Name format: Create a customized name for each opportunity as it is created.
Attach a Process and the step to create the new Opportunity
Include the selected fields from the original opportunity Standard or Custom fields or Both to be cloned
Update the Template

Go back to the Process Builder (using the link)
Select the Process you would like to use the templates in
Select the Steps that would use the template
For example:
If a template was created to have a renewal, then set up on Closed Won. A new opportunity for renewal based on the closed date set up on the template would be created.
If a template was created to have a new business, then set up on Closed Lost. A new opportunity for new business based on the closed date set up on the template would be created.

Note: When the template is selected the details of that template will be displayed these are non-editable fields.

Create a New Opportunity
Assign it to the process
Work through the process to get to
Closed Won
Closed Lost


See the new opportunities listed in the Organization | Opportunities with a date <number> days set up in the template
Name should reflect the name format determined in the template setup.
Process and Step should be attached as determined in the template setup.

Standard Fields - if selected in the template setup should be pre-populated.
Custom Fields - if selected in the template setup should be pre-populated.
 

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Solution #: 801536
Type: Knowledge Base
Status: Published
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