Skip to main content
Skip table of contents

Copying a dataset

Basics

It might make sense to copy datasets when just little changes are to be made to the new dataset. Data input in that case is just limited to only the changes, the remaining information are copied (duplicated).

Copying datasets in areas

This is how to copy:

Activity

Opportunity

Quote

Contract

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.