To copy/duplicate an existing Opportunity, select and open the record you would like to copy.

Select either the ‘copy’ icon or the Actions button and Copy to create the duplicated record.

This will open a list of all of your Accounts. Select the Account you would like to assign the copied Opportunity to.

If you’d like the Quotes included in the original Opportunity to be included in the copy, tick the ‘Include Quotes’ tick box and select ‘Confirm’.

Once your copied Opportunity (and Quotes, if selected) has finished building you will have the option to open the new Opportunity (select ‘Yes’), or remain in the original record (select ‘No’).

Both records now exist independently of each other and can be amended and edited as usual.