Cloning a Scoping Session

To clone a scoping session:

  1. Go to the scoping session you want to clone.
  2. Click Show more actions.
  3. Click Clone Scoping Session.
  4. [Optional] Edit the name of the scoping session.
  5. [Optional] Edit the Opportunity attached to the scoping session.
  6. [Optional] Enter a description for the cloned scoping session.
  7. Click Clone.