Absolutely! You can copy both Opportunity, Quote and Line Item fields to the Future Renewal. To copy additional fields to your Future Renewal Opportunity, follow these steps.
Opportunities:
Setup-->Customize-->Opportunities-->Field Sets
Create a new Field Set and make sure the API Name is "Renewal_Copy".
Add your fields into the Field Set and click "Save".
For copying Quote fields, follow the same process, but create a Field Set on Quotes.
Setup-->Customize-->Quotes-->Field Sets
Create a new Field Set and make sure the API Name is "Renewal_Copy".
NOTE: This will copy over the values from the Opportunity directly to the new Opportunity that is created for the future renewal. If you select a field that is part of the default configuration and/or is automatically calculated, it will be overwritten. The same holds true for default Quote fields. |
Line Items:
For copying Line Item fields, follow the same process as above, but create a Field Set on Opportunity Products.
Setup-->Customize-->Opportunity Products-->Field Sets
Create a new Field Set and make sure the API Name is "Renewal_Copy".
NOTE:
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