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March 2009 Archives

March 10, 2009

How to Copy a Record

Occasionally, you may need to copy an opportunity, lead, service request, campaign, or another record. You might be at a trade show, entering the same information over and over for each new record. Or your sales reps often need to create multiple opportunity records during the life of a given sales cycle.

To copy a record, you need to add a Web link as a custom field and insert specific code into the URL field for this Web link. To learn how to do this, step by step, refer to How to Copy a Record in My Oracle Support (formerly MetaLink.) This document takes you through the process, using an Opportunity record as an example.

Note: This document describes a method for copying records that includes reading some Web source code, so it assumes that you have some familiarity with doing that.

About March 2009

This page contains all entries posted to CRM On Demand Learning Blog in March 2009. They are listed from oldest to newest.

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