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by Bronze Contributor
on ‎05-27-2011 12:41 PM

I disagree.  Many of my clients want to be able to quickly add an opportunity to different clients without re-typing everything.  They create an opportunity for each of their most common opportunities, then duplicate them.  They're always used on different customers, so they would not want the original contact carried over to the new opportunity.

on ‎05-30-2011 09:34 AM


Take a look at the Xact Opportunity Duplicator at . Looks like you would be best served by scheduling a recurring opportunity and our free addon will do that for you.