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Importing/copying Opportunity Strategies

Received Response


How to copy/duplicate/import Opportunity tracking Strategies

Each year we create new strategies (with multiple stages in each) that are very similar , often only difference is the Year.

This is a very tedious manual process prone to human error with errors also affecting our integration feeds.

What do others do in respect to creating new strategies?

is it possible to copy , import, use a custom API etc ?

Version (include the version you are using, if applicable):

Oracle Service Cloud 21D


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