What is copied when I copy an opportunity?

The application copies the following attributes when you copy an opportunity:

  • Opportunity header attributes, including standard and user-defined fields

  • Contacts

  • Products:

    • Revenue information, such as quantity, unit price, revenue amount

    • Schedule information and the underlying scheduled transactions

    • Sales credits, including recipients, amounts, and percentages

    • User-defined attributes of revenue

  • Sales team, including partner resources

  • Source

  • Partners

  • References

  • Competitors

  • Leads

  • User-defined child objects of the opportunity

The following aren't copied:

  • Notes

  • Tasks

  • Appointments

  • Assessments

  • Attachments

  • Deal registrations