Clone Marketing Opportunity

    • 0 step |
    • 25 seconds
      Navigate to Brokerage Engine
      Click "Invoices"
      Click "Marketing & Services"
      Find the Marketing Opportunity you'd like to clone. Click this link.
      Scroll down. Click "Clone Opportunity"
      Enter the Name & Variant and click "OK."
      Tip! Variant is a required field. If you don't have a variant, enter the same name in both fields.
      Click "OK" again.
      The opportunity is now cloned and any updates can be made. Don't forget to save.
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