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How do I change the Company associated with an Opportunity?

Written by Candice Connellan
Updated over a week ago

1. Toggle your Opportunities to the LIST view.

2. Click on the kebab menu. From the dropdown, select Duplicate.

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

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

5. Click the SAVE button.

6. Click the Archive option to archive the old Opportunity.

8. Click the CONFIRM button.

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