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Copy Opportunities

Copy Opportunities

Updated over 2 weeks ago

Save time by copying a recurring Opportunity:

  1. If you are in more than one organization, make sure you are in the right one.

  2. From the navigation menu, click Opportunities.

  3. Hover over an opportunity, and then click Actions.

    Actions button in an opportunity row.
  4. Click Actions.

  5. Select Copy Opportunity.

  6. Edit the New Opportunity Name.

  7. To set a new start date, click the Calendar.
    This is required. You must set a new start date.

  8. Choose how to copy the opportunity:

    • Include Volunteers & their Shift assignments

    • Copy Schedule without Volunteers

  9. Turn off any options you do not want included in the new opportunity.

  10. Click Copy.

Note: The new Opportunity is created with visibility set to Hidden and is not live or visible to volunteers.

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