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Clone Marketing Opportunity
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25 seconds
1
Navigate to Brokerage Engine
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Click "Invoices"
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Click "Marketing & Services"
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Find the Marketing Opportunity you'd like to clone. Click this link.
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5
Scroll down. Click "Clone Opportunity"
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Enter the Name & Variant and click "OK."
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Tip! Variant is a required field. If you don't have a variant, enter the same name in both fields.
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Click "OK" again.
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The opportunity is now cloned and any updates can be made. Don't forget to save.
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