To save time, you can copy external organizations from an existing record, such as a project, tender, campaign, or another opportunity.
To copy organizations to an opportunity:
-
Navigate to the opportunity.
You can search for opportunities in the
Activity Zone.
-
In the Organizations and Contacts band, click
Copy Organizations.
-
On the Copy Organizations window, use the first list to select the record type that you want to copy organizations from.
-
In the
Filter Entity Name field, enter the name of the record. When the name of the record appears, click it to select it.
-
In the list of organizations that displays, select each organization that you want to copy.
-
Click
Copy Organizations.