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Duplicate opportunity - contact do not duplicate,

Tuned Listener
Posts: 45
Country: Poland

Duplicate opportunity - contact do not duplicate,

I try to duplicate opportounity but the duplicate is not linked with contact (and compnay via contact) is it possible somehow to automaticaly link it just like orginal opportunity ? also i was sure that if opportunity is linked with contact that all history and notes and activities added to opportunity will be automaticaly linked to contacts that is linked to it but i try now and it aint so. i use ACT 2011premium HF4.

Bronze Contributor
Posts: 955
Country: Australia

Re: Duplicate opportunity - contact do not duplicate,

I do this regularly from the contact screen in opportunities just use Copy Ctrl+c and Paste Ctrl+v and then do a refresh and you should find it has duplicated on the contact

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.
Tuned Listener
Posts: 45
Country: Poland

Re: Duplicate opportunity - contact do not duplicate,

probably wont work on act web Smiley Happy and almost all my users work that way Smiley Sad