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Click2Clone
What's New!
Installation
Getting Started
Configuration
Cloning a record
Set up Entities for Click2Clone
Set up fields to copy
Copy related records
Copy fields of related records
Specify related records
Copy references of records
Copying from one entity record to another
Copy only Related Records
Automation
Features
How-to Guides
Uninstallation
FAQs
Click2Export
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InoLink
Kanban Board
Lead Assignment and Distribution Automation
Map My Relationships
Marketing4Dynamics
SharePoint Security Sync
Subscription and Recurring Billing Management
User Adoption Monitor
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Cloning a record
Here are the things that you need to do before cloning a record:
After completing the above steps, you will be able to;
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Configuration
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Set up Entities for Click2Clone
Last modified 1yr ago
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