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How can I duplicate an Opportunity and be able to change its "Company" field?Go ![]() | New ![]() | Find ![]() | Notify ![]() | Tools ![]() | Reply ![]() | |
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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) | ||
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Maxtalk
Maximizer CRM Software
Maximizer Product Features
How can I duplicate an Opportunity and be able to change its "Company" field?
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CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News |

