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MS Office Forum / Outlook / Business Contact Manager / January 2008

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Adding Similar or Recurring New Opportunities

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Business Guy - 15 Jan 2008 02:31 GMT
I find that many of my new BCM opporunties from a client seem to be very much
like the last.   Is there any way to create a new opportunity using a
previous opportunity as a template that can be slightly modified?   I have
tried to copy/paste to no avail.
Lon Orenstein - 15 Jan 2008 13:39 GMT
No, you can't do that but it's a great suggestion!

Thanks,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook:  Moving from ACT! to Business Contact Manager
www.pinpointtools.com

>I find that many of my new BCM opporunties from a client seem to be very
>much
> like the last.   Is there any way to create a new opportunity using a
> previous opportunity as a template that can be slightly modified?   I have
> tried to copy/paste to no avail.
 
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