Duplicative Opportunities
Provide agents with the opportunity to duplicate an opportunity. Data that should be copied when an opportunity is duplicated would include your client's information, tasks, client reminders, tags, and opportunity type. When an opportunity is selected for duplication, it should still open the "Create Opportunity" popup but it should be prefilled with the ability to edit any copied information. Additionally, a note should be created that links to the previous opportunity.
I see this as being beneficial for two big reasons:
1. Working with repeat clients - If an agent works with a client again, they should be able to duplicate the original opportunity instead of making one from scratch.
- Replicating a process - This would encourage agents to create a system and stick to it with minimal effort. An alternative option would be to allow for Opportunity Templates that have pre-set tasks based on the Opportunity Type.
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Evan O'Brien
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