Adding Similar or Recurring New Opportunities

B

Business Guy

I find that many of my new BCM opporunties from a client seem to be very much
like the last. Is there any way to create a new opportunity using a
previous opportunity as a template that can be slightly modified? I have
tried to copy/paste to no avail.
 
L

Lon Orenstein

No, you can't do that but it's a great suggestion!

Thanks,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com
 

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