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How to duplicate an opportunity

Save time by duplicating an existing opportunity instead of building a new one from scratch.

Written by Sevgi Sairoglu Sezginer

If you run similar opportunities regularly, duplicating an existing one is a quick way to reuse its details. This article explains where to find the Duplicate action, what carries over, and what you'll need to set fresh.

Where to find Duplicate

  1. Go to the Admin Panel and open the Opportunities listing.

  2. Find the opportunity you want to copy and click the three-dot menu on its row.

  3. Click Duplicate (you'll find it between Edit page and Edit lead).

What gets copied

The duplicate carries over most of the original's content:

  • Title (prefixed with "Duplicate of")

  • Host

  • Details and description

  • Privacy setting

  • Purpose - cause and beneficiary groups

  • Practicalities - skills and accessibility

  • Documents and appearance (image)

  • The linked Activity and measure attribution

What gets cleared

Some fields are intentionally left blank so you can set them fresh for the new run:

  • Schedule / timing

  • Parameters - involvement, capacity, location and deadline

What doesn't carry over at all

Anything tied to the original's participants stays with the original: applications, sign-ups, attendance and engagement data are not copied.

After you duplicate

Whether the new opportunity needs approval depends on your app settings. If opportunity approval is turned on for posting, the duplicate is created in Pending status, just like any newly posted opportunity. If approval is turned off, the duplicate is automatically approved. Either way, the listing resets to page 1 with your new opportunity at the top.

What's next

👉 Need approval before it goes live? See How to approve an opportunity as an admin.

💬 Need more help? Contact us anytime at support@goodsted.com.

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