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Copy a sales process

In this article you can read how you can copy a sales process

Gideon Rittersma avatar
Written by Gideon Rittersma
Updated over a week ago

In Simplicate, you can copy existing sales processes. This can be useful, for example, when you will perform the same work for multiple clients. This article explains how to do it.

Via Sales > select Sales process > Copy, you can copy existing sales processes. The steps are shown in the image below.

You have the following options:

  • Transfer description from copied sales

  • Transfer sales representative

  • Transfer relation from sale

  • Transfer the last created quote

  • Start and end date

The progress of the sale is also copied. It is also possible to include the most recently created quote. For the copied quote, a new quote number is generated using the next available number as configured in the company profile.

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