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