How to Enable Duplicate Opportunities in Your CRM | SURPLUS SYSTEMS

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How to Enable Duplicate Opportunities in Your CRM

This guide will show you how to allow duplicate opportunities within your CRM system. Enabling this feature can be beneficial for businesses that deal with recurring clients or similar deals that require separate tracking.

1. Start by selecting 'Settings' from the main menu.

1 Click on "Settings".

2. Next, in Business Profile, find 'General' options to enable duplicate opportunity.

2 Now, click on "Allow Duplicate Opportunity".

3. Under General Option, find the 'Allow Duplicate Opportunity'.

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4. Lastly, enable the 'Allow Duplicate Opportunity' option.

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