If you create records that are similar to each other, you can use Salesforce's Clone feature to make a copy of the record and avoid some extra typing.
Clone a Record
- Open the record you want to copy.
- Click Clone.
Before you save a copy of the new record, you can make changes to the existing data.
- Modify the fields, if necessary.
- Click Save.
A new, cloned record, based on the original, appears.
Close an Opportunity
Once you make a sale out of an opportunity you can close the opportunity.
- Find and open the opportunity you sold.
- Click Edit.
- Click the Stage list arrow and select Closed Won.
- Click Save.
Salesforce marks the Opportunity as Closed Won, and since it's closed it has a 100% Probability.
