Can I duplicate/copy an Opportunity?

Save time by duplicating a recurring Opportunity:

  1. Open an Organization.

  2. Click Opportunities.

  3. In the Opportunity List, hover over the opportunity.
    Cropped screenshot of the Opportunity List with mouse hover over the first opportunity in the list and the Actions button visible.
  4. Click Actions.
  5. Click Copy Opportunity.
  6. Edit the New Opportunity Name.
  7. To set a new start date, click the Calendar. 
    This is required. You must set a new start date.
  8. Choose how to copy the opportunity:
    1. Include Volunteers & their Shift assignments
    2. Copy Schedule without Volunteers
  9. Turn off any options you do not want included in the new opportunity.
  10. Click Copy.

Note: The new Opportunity is created with visibility set to Hidden and is not live or visible to volunteers.