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How do I clone Opportunities with Products?

Knowledge Article Number 000004966

How do I clone Opportunities with Products?


You can take advantage of Salesforce CRM's Clone feature to increase your efficiency in entering multiple Opportunities with similar values.

  1. When viewing an Opportunity, click on the "Clone" button at the top of the record. If the opportunity has products associated to it, the clone button will be a drop-down menu where you can choose if you want to clone it with or without products. This will bring up the New Opportunity screen and pre-populate the fields based on the values in the first record. You can manually modify any values that need to be different.
  2. Click "Save".

Repeat this process as needed.

NOTE: The Drop-down on the Clone button would appear, only when the Opportunity has Products associated to it and those Products and Price Book are in active status.

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