Copy actions anywhere to anywhere like from

Copy actions anywhere to anywhere like from opportunity to another opportunity or from opportunity to the same constituent record.

There is a cool option to copy Actions from one record to another, however you cannot copy an Action from an Opportunity to the record the Opportunity is in or from one Opportunity to another Opportunity in case it got added to the wrong.

Andrew Loughridge
Aug 10 2023

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Copy actions anywhere to anywhere like from opportunity to another opportunity or from opportunity to the same constituent record.

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