How to Clone a Deal

1. Navigate to the deal you want to clone.
2. In the top right corner, click on the Actions menu, then choose Clone.
3. A new window will appear. All fields will be copied except for the summary, stage, and probability percentage.
   • The deal name will be set to Copy of [Deal’s Name].
4. Edit as Needed
5. Click Save to complete, or Save and Add Another if you want to clone again.