Clone Marketing Opportunity
8 steps
25 seconds
1
Navigate to Brokerage Engine
2
Click the "Invoices" tab.
3
Choose "Marketing & Services" from the dropdown.
4
Find the Marketing Opportunity you'd like to clone. Click the Action button.
5
Scroll down. Click the "Clone Opportunity" button.
6
Enter the Name & Variant and click "OK."
Variant is a required field. If you don't have a variant, enter the same name in both fields.
7
Click "OK" again.
8
The opportunity is now cloned and any updates can be made. Don't forget to save.
Clone Marketing Opportunity
8 steps
25 seconds
1
Navigate to Brokerage Engine
2
Click the "Invoices" tab.
3
Choose "Marketing & Services" from the dropdown.
4
Find the Marketing Opportunity you'd like to clone. Click the Action button.
5
Scroll down. Click the "Clone Opportunity" button.
6
Enter the Name & Variant and click "OK."
Variant is a required field. If you don't have a variant, enter the same name in both fields.
7
Click "OK" again.
8
The opportunity is now cloned and any updates can be made. Don't forget to save.
