Shared guide

How to duplicate deals

Learn how to efficiently duplicate deals in just a few simple steps.

victoriaworkflowsvictoriaworkflows
·4 steps·63 views·Published

Learn how to efficiently duplicate deals in just a few simple steps. This guide will walk you through clicking on a specific deal and using the duplicate feature to streamline your deal management process.

Step-by-step Guide4 steps
  1. Click Dani M deal

    Click Dani M deal
    Loading screenshot…
    100%
  2. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%
  3. Click Duplicate

    Click Duplicate
    Loading screenshot…
    100%
  4. Click Duplicate

    Click Duplicate
    Loading screenshot…
    100%