5.4.2 How to Create New Potential by Duplicating Existing Potential?

If you have potential accounts having properties similar to one you are going to create, then simply duplicate the existing account to create a new potential account. Follow the given steps to duplicate the potential.

  • Go to Sales > Potentials.
  • Select the potential you wish to duplicate.
  • Click on the potential name. It will direct you to the detailed potential view.
  • Click the Duplicate button given on top right of the window.
  • Make the required changes.
  • Click Save to save the changes.

This newly created potential will be visible on the potential home page listed among other potentials.