Copy Qualification Groups from original opportunity to the Renewal Opportunity.

When creating a renewal opportunity, it would be nice to copy or "forward" the existing qualification groups to the renewal opportunity.  Then you would have the basic qualification already there and could adjust, add or delete as necessary. 

  • Tammy Mitchum
  • Sep 25 2019
  • Reviewed: Voting Open
Client Name "shard name" sfasu
User System Admin
Functional Unit Portfolio
Employee Name Tammy Mitchum
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