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 button next to the event name to “Manage Opportunity” ().
5. Select the second to last option in the list to “Duplicate Opportunity in CERVIS”.
6. Click on the “Update / Edit Opportunity” button () for the event that you just duplicated (it will be highlighted in red).
7. 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. 
8. Scroll to the bottom of the page and click the "Update Event / Project" 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. 
5. From the selection box below the result listing, select "Bulk Duplicate Opportunities".
6. Confirm that you want to duplicate the opportunities. 
7. Click on the “Update / Edit Opportunity” icon () for the first opportunity you duplicated (it will be highlighted in red).
8. 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. 
9. Scroll to the bottom of the page and click the "Update Opportunity" button to complete the update.
10. Repeat steps 7-9 for all other opportunities you duplicated.