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  2. Managing Your Opportunities

Can I duplicate/copy an Opportunity?

The answer is yes! Save tons of time by duplicating a recurring Opportunity.

Navigate to the Opportunities section of your Organization and hover over the Opportunity you want to duplicate. Click on the blue copy icon to get started.

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This will prompt you to edit some information for the new Opportunity. You will have to add a new start date, as well as choose whether or not you would like to copy over Staff and their assigned Shifts. When you're done, click the 'Copy Opportunity' button in the bottom-right. Please note, when copying an Opportunity, the new Opportunity will automatically be set to 'Hidden' and will not be Live.

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And it's that easy! Now you can see your newly copied Opportunity and you can customize it as you see fit.