How do I track the date I'm eligible to reapply for an Opportunity?

Once you have saved an opportunity you are able to copy it. We recommend using this functionality to track when you can reapply for an Opportunity. Once you copy the Opportunity and update all pertinent information on the Opportunity and Tasks, your email notifications will activate.

Click on the eligible Opportunity and click the Copy Opportunity button at the top right.

You will then be able to name the new opportunity and choose the tasks that you want to copy. The dates on the copy will be one year after the original opportunity.

Once you have updated the names and dates of the tasks click copy.

You will then be redirected to your new opportunity to add any additional information you have.





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