I suggest you ...

Duplicate projects

It would be useful to duplicate projects; a lot of the large events we supply to are annual and change very little year on year. So being able to duplicate the project and increase the price by a percentage eg. inflation would save a lot of time.

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Tom Bottrill shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

Thanks for the suggestion, we’ll keep our eyes on this one!

In the meantime, create a new project and then clone opportunities in your old project. Edit each cloned opportunity and enter the new project in the “Project” field to move them to the new one.

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  • Tom Bottrill commented  ·   ·  Flag as inappropriate

    duplicating quotes with an option to increase the price by a percentage would also be very handy

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