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Duplicate Quotes-Events without Save Copy
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A duplicate feature may be a better option to prevent User Error. We have had a few issues with the Save a Copy feature due where Save has been hit instead of Save A Copy resulting in loss of info.
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Are you referring to just the name of the button? Also, any from previous should be saved in the Log tab of the lead.
Are you referring to just the name of the button? Also, any from previous should be saved in the Log tab of the lead.
Somehow to duplicate a lead without having to open the lead that needs to be duplicated. For instance Company X wants same items from last year or wants 5 different quotes for the same event. Currently, the save a copy creates multiple opportunities for User Error.
Somehow to duplicate a lead without having to open the lead that needs to be duplicated. For instance Company X wants same items from last year or wants 5 different quotes for the same event. Currently, the save a copy creates multiple opportunities for User Error.
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