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How to create a copy of Opportunity?
Hi,
Please try to create a process as an action called Clone Record and added button on the form using Ribbon Workbench tool.
Then Add a JavaScript method on button click to trigger an action created above.
You also can use a Workflow, Flow or a new relationship map so you can create an opportunity from a subgrid on the form.
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FSRon 61
James White 21
AT-28040446-0 20