Set up template
Last updated
Last updated
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To set up template, follow the steps given below:
Go to Click2Clone app --> Click2Clone Templates --> Click on New.
Enter a valid name for the template --> Select source entity as 'Opportunity' --> Click on Save.
Go to Attributes/Relationships to Clone section --> Relationships --> Select relationship --> Click on Save.
If the relationships list does not load/populate then try refreshing the grid by clicking 'Refresh' icon.
For further queries, reach out to us at crm@inogic.com