To create a new opportunity by duplicating an existing one, follow the steps below:
- Login to your CERVIS Account.
- Click on "Search/Manage Existing Opportunities" under the "Opportunity Management" section of the Main Dashboard.
- Search for the event that you would like to duplicate.
- Click on the leftmost button next to the event name to “Manage Opportunity” (
).
- Select the second to last option in the list to “Duplicate Opportunity in CERVIS”.
- Click on the “Update / Edit Opportunity” button (
) for the event that you just duplicated (it will be highlighted in red).
- Update the Event Name and Start Date/Time and End Date/Time as well as any other fields. **For instructions on how to bulk update Time Slot Event information, please CLICK HERE.
- 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:
- Login to your CERVIS Account.
- Click on "Search/Manage Existing Opportunities" under the "Opportunity Management" section of the Main Dashboard.
- Search for the opportunities that you would like to duplicate.
- Click on the check box next to the opportunity names for the opportunities that you are looking to duplicate.
- From the selection box below the result listing, select "Bulk Duplicate Opportunities".
- Confirm that you want to duplicate the opportunities.
- Click on the “Update / Edit Opportunity” icon (
) for the first opportunity you duplicated (it will be highlighted in red).
- Update the Opportunity Name and Start Date/Time and End Date/Time as well as any other fields. **For instructions on how to bulk update Time Slot Event information, please CLICK HERE.
- Scroll to the bottom of the page and click the "Update Opportunity" button to complete the update.
- Repeat steps 7-9 for all other opportunities you duplicated.
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