Duplicating sales tracking templates : Entegral Helpdesk

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Duplicating sales tracking templates

Modified on: Mon, 1 Dec, 2014 at 9:12 AM

You are able to duplicate an existing sales tracking template as follows:

Select the template you want to duplicate.
On the template details, click on the 'duplicate template' link.
The OMS will duplicate the template including all the tasks to a template with the same name but prefixed with 'Copy of ...'.
You can click on the copied template to change the name and make alterations to the template tasks.

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