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Copy the link or ID of opportunities, agreements, amendments, and obligations

You can copy the link or the platform ID of the opportunities, agreements, amendments, or obligations to easily collaborate with others, avoid confusion, and improve reporting by sharing the right opportunity. 

Overview

Plan availability: Essential/Advanced
User role required: Manager

The link and ID of an opportunity, agreement, amendment, or obligation can be found in the URL of the opportunity page.

Example for an opportunity:

Example for an agreement:

Copy the link or ID

On the opportunity, agreement, amendment, or obligation page, open the more options button and click Copy opportunity link or Copy ID. Then, paste it wherever you need it.

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