# Set up template

To set up template, follow the steps given below:

* Go to **Click2Clone app** --> **Click2Clone Templates** --> Click on **New.**

<figure><img src="/files/3oXlNpoGxg2IEiWa4b9Y" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/X80vxdFRIGpxBb2aVN7b" alt=""><figcaption></figcaption></figure>

* Enter a valid name for the template --> Select source entity as **'Opportunity'** --> Click on **Save.**&#x20;

<figure><img src="/files/fesNFtMPF9KxLuXriQoJ" alt=""><figcaption></figcaption></figure>

* Go to **Attributes/Relationships to Clone** section -->  **Relationships** --> Select **relationship** --> Click on **Save**.

![](/files/-M6_6I9ouiFt8lg49MhM)

If the relationships list does not load/populate then try refreshing the grid by clicking **'Refresh'** icon.

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.inogic.com/click2clone/configuration/copy-only-related-records/click2clone-template.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
