How to Duplicate Opportunities [VIDEO]

To create a new opportunity by duplicating an existing one, follow the steps below:

1. Login to your CERVIS Account.
2. Click on Search/Manage Existing Opportunities under the "Opportunity Management" section of the Main Dashboard.
3. Search for the event that you would like to duplicate. 
4. Click on the leftmost icon next to the event name to Manage Opportunity ().
5. Select the Duplicate Opportunity in CERVIS option located near the bottom of the page. This will duplicate the event and take you back to the “Opportunity Management Dashboard”.
6. Click on the Update / Edit Opportunity icon () for the event that you just duplicated (it will be highlighted in red and will include “Copy” as part of the event name).
   1. Note: the newly copied event will have its status set to “Open” so if you do not immediately see it, make sure to search for Open opportunities. This does not mean that the new copy will be published immediately, as the Publish Online option will also be set to “No”.
7. Update the Event Name and Start Date/Time and End Date/Time as well as any other fields needing to be updated. **For instructions on how to bulk update Time Slot Event information, please CLICK HERE. 
8. Scroll to the bottom of the page and click the Update Opportunity button to complete the update

To duplicate multiple opportunities at the same time, follow the steps below:

1. Login to your CERVIS Account.
2. Click on Search/Manage Existing Opportunities under the "Opportunity Management" section of the Main Dashboard.
3. Search for the opportunities that you would like to duplicate. 
4. Click on the check box next to the opportunity names for the opportunities that you are looking to duplicate, or click the box in the header to select all opportunities in the listing. 
5. Using the “Opportunity Management Bulk Actions” dropdown,, select Duplicate Selected Opportunities.
6. Click on the associated button to Duplicate Selected Opportunities.
7. Confirm that you want to duplicate the opportunities by clicking OK . 
8. Click on the Update / Edit Opportunity icon () for the first opportunity you duplicated (it will be highlighted in red and will include “Copy” as part of the event name).
9. Update the Opportunity Name and Start Date/Time and End Date/Time as well as any other fields needing to be updated. **For instructions on how to bulk update Time Slot Event information, please CLICK HERE. 
10. Scroll to the bottom of the page and click the Update Opportunity button to complete the update.
11. Repeat steps 7-9 for all other opportunities you duplicated.