1. Toggle your Opportunities to the LIST view.

Toggle your Opportunities to the LIST view.

2. Click the Duplicate Opportunity icon.

Click the Duplicate Opportunity icon.

3. Search for the new Company you'd like to associate the Opportunity with, and select it from the drop-down list.

Search for the new Company you'd like to associate the Opportunity with, and select it from the drop-down list.

4. Click the CREATE button.

Click the CREATE button.

5. Ensure the Key Contacts for the Opportunity are associated with the new Company.

Ensure the Key Contacts for the Opportunity are associated with the new Company.

6. Click the CREATE button.

Click the CREATE button.

7. Click the Archive icon to archive the old Opportunity.

Click the Archive icon to archive the old Opportunity.

8. Click the CONFIRM button.

Click the CONFIRM button.
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