Copying Opportunities, record templates, and deletion

Copying

Select Actions → Copy on the card. The system creates a new Opportunity based on the existing record and can copy attachments and additional fields. Before using the copy, check the number, date, expiration date, customer, Contact person, stage, responsible parties, Items prices, additional fields, and files. Tasks, emails, history, or converted documents should not be assumed to be copied without verifying the new card. The copy is an independent record; subsequent changes to the original do not update it.

Opportunity as a template

By selecting Template in the form's additional settings, the record can be used to prepare an Opportunity repeatedly. Use a generic name, neutral text, and relevant Items lines for the template. Ensure that no specific customer personal data or outdated prices remain in it.

The list filter Template: Yes / No helps distinguish templates from actual sales.

Deletion

Deletion is only possible if you have the Opportunities deletion right. The action is accessible via Actions → Delete and can remove the main record along with some associated data. There is no "Restore" button provided on the standard card.

Before deleting, check for converted financial documents, contracts, projects, Tasks, correspondence, and files. Deleting Opportunities should not be used as a method to cancel related documents; manage each created document within its respective module. If the record needs to be retained for reporting purposes, change the stage to Rejected and specify the reason. Apply mass deletion only to a controlled selection.

Related articles

• Opportunity files, notes, Tasks, and email links
• Opportunity import, export, bulk actions, and reports