Ability to clone an Opportunity | Mercury

Ability to clone an Opportunity

complete

Sarah

since you mention cloning, being able to clone an existing opportunity in crm would be very handy also

October 17, 2019

This post was marked as

complete

Sarah

Merged in a post:

Opportunity Templates

Sarah

I should be able to to be able to create Opportunity Templates - even Components of Opportunities as templates i.e. Assets/Liabilities/Income/Expenses

March 3, 2020

This post was marked as

in progress

Glenn Lees

marked this post as

planned

Glenn Lees

This feature is currently being scoped, and will be avialable in the next few months in the new Mercury apps

Sarah

Merged in a post:

ability to clone an opportunity

Kim Hubbard

I am doing 2 loans at the same time and it would be great to be able to copy / clone the first one so I don't have to redo all the same work again

February 11, 2020

Andy Fleming

marked this post as

under review

Sarah

Merged in a post:

Clone opportunity

We should have the ability to clone an opportunity - this will make our lives a lot easier for customers whom require new loans or modifications on existing loans

November 19, 2019

Melissa Horton

Totally agree with this one - this would be a great addition!

Sarah

Melissa Horton BD thanks for the feedback. We agree that this would be a great feature for the new platform. 
In the short term you are able to clone the financials section of an Opportunity. 
We'll update when the feature progresses. 