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Duplicate Opportunity and Select All Fields

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Bronze Super Contributor
Posts: 1,619
Country: USA

Duplicate Opportunity and Select All Fields

In the opportunity view, I generally duplicate an opportunity for an annual renewal.  When I do, I check the box for copy all fields.  I am confused as to why the contacts are not included in duplication.  I will generally start with the same people involed on the anniversary date. 

 

I will post this in the "Share Ideas" if this is just the way it is.

John Purdy
ACT! Premium V. 22.0.205.0 Update 3
HP ENVY 17m, 16GB, & Office 365, 32bit, 500GB SSD.
ACT CRM Advisor
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Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Duplicate Opportunity and Select All Fields

John,

Just verified this is 'normal' behavior (no contacts included).  Please post to "Share Your Ideas".  Thanks!

Greg Martin
Sage
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Bronze Super Contributor
Posts: 1,619
Country: USA

Re: Duplicate Opportunity and Select All Fields

Posting it today.

John Purdy
ACT! Premium V. 22.0.205.0 Update 3
HP ENVY 17m, 16GB, & Office 365, 32bit, 500GB SSD.
ACT CRM Advisor