Copy Opportunity to

Learn about the new “TE_Y1_CopyOpportunityTo” button which references the “TE_Y1_CopyOpportunityTo” menu action.

New “TE_Y1_CopyOpportunityTo” button which references the “TE_Y1_CopyOpportunityTo” menu action

This action calls the “TE_Y1_CopyOpportunityTo” process

Used process steps:

• TE_Y1_CopyOpportunityTo_ShowProcAsk_ChooseTarget (initial step)
• TE_Y1_CopyOpportunityTo_SelectFI
• TE_Y1_CopyOpportunityTo_CallWorkflow
• TE_Y1_CopyOpportunityTo_ShowProcAsk_CopyAgain

Used process asks:

• TE_Y1_CopyOpportunityTo_ChooseTarget (prompts the user whether he/she want to copy the opportunity to the same or another company)
• TE_Y1_CopyOpportunityTo_CopyAgain (ask the user if he/she wants to copy the opportunity again to another target)

Used workflow:

TE_Opportunity Copy Opportunity

For a detailed description see the description field of the process steps.

Process overview: