Ability to clone an Opportunity
complete
This post was marked as
complete
S
Sarah
Merged in a post:
Opportunity Templates
S
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
This post was marked as
in progress
G
Glenn Lees
planned
G
Glenn Lees
This feature is currently being scoped, and will be avialable in the next few months in the new Mercury apps
S
Sarah
Merged in a post:
ability to clone an opportunity
K
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
Andy Fleming
under review
S
Sarah
Merged in a post:
Clone opportunity
B
BD
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
M
Melissa Horton
Totally agree with this one - this would be a great addition!
S
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.