Can I duplicate Sales Orders?

Daniel F. shared this question 11 months ago
Answered

Is there a way to copy/paste or duplicate orders? We have some customers that get the same thing every year and this would benefit my team if they're able to do that, and just change the date.


Thank you!

Comments (2)

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Open the existing the. Click the arrow next to save and close and choose save & copy.

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You can go to a lead and 'Save as Copy' and edit those copies.

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