Copying an Opportunity

You now have the ability to add a new opportunity to Bullhorn by making a copy of an existing opportunity. A new menu option, labeled Make a Copy, is now located in the Select an Action drop-down on the opportunity record. When you make a copy of an opportunity, every field on the existing opportunity is copied over to the new opportunity, where you can make changes as necessary.

Notes:

  • The Make a Copy option only appears for users whose user types have the Add Opportunity action entitlement.
  • The status of the copied opportunity defaults to the status for new opportunities, as opposed to the status of the original opportunity.
  • The fields that are copied over to the new opportunity include custom fields and custom objects with a type of overview.
  • File attachments and data-related items (notes, activity, history, etc.) are not copied over to the new opportunity.

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