Locate your deal in the list, then double-click over the row to open the deal window.
Click the Copy Deal/Quote button in the lower right of the window.
A confirmation window will open. The deal or quote number from the deal you chose to copy will display. Optionally, you may check the Create As Deal box. Not checking this box will create the copy as a quote.
Select the Yes button to copy the quote or deal. This will open a second confirmation window.
Confirm the entity and quote or deal number that you wish to copy.
Click the Yes button to create the copy. You will receive a popup with the new quote or deal number.