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Copying a Deal

The Copy Deal function allows you to create a new deal based on existing deal data within DealCentral. This will save you time when creating deals that you use on a regular basis.

 

Content that is copied to the new deal includes:

The Deal Header information

Deal Items

Attachments (optional)

 

Content that is not copied includes:

Promo Dates

Allowance Types/Dates

Pricing

Bonus (Wrap) Stores

Notes/Signatures/History

 

Arrow.gif To copy a deal

 

The copied deal is assigned a new Deal ID number and a Note including the Deal ID and Description of the original deal.

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