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How can I duplicate an Opportunity and be able to change its "Company" field?
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Hi,

Often, in Maximizer 10 Group Edition, I need to duplicate an opportunity and be able to change its "Company/Individual" field for a different one (a different client or prospect). .

Note: I need to do this as we are in the construction business and work always as a subcontractor. Some times we have to send a proposal to several prospects that, at the same time, are trying to win the awarding of the same contract (and then become the main contractor) thus I end up with quite a few opportunities with the same technical specifications (my UDFs).

Thanks in advance,

Diego Canal - Madrid (Spain)
 
Posts: 1 | Location: Madrid (Spain) | Registered: November 12, 2008Reply With QuoteReport This Post
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