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Copying Opportunities - Deselect 'stage'

When copying an opportunity, it copies across information including dates, financial info, contacts and stage.

There are options to not copy across notes, activities, people, organisations, transactions and recent items. The stage is always copied across.

Our users are unable to downgrade opportunities to previous stages.

This means that when users try to copy an opportunity and then (because it’s a new opportunity), change the stage back to 0, the system prevents it.

The solution: Add an option in the copy across menu to deselect ‘stage’

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Mark Humphrey shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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