# Set up template

To set up template, follow the steps given below:

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FhV0a5vd30v67MzJ98m3J%2F2.png?alt=media&#x26;token=91f19086-c72d-4166-95ed-7dda852b6927" alt=""><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F7H3wXSXClDps6gQLyxbR%2F3.png?alt=media&#x26;token=7366f693-184b-4bc6-aedb-b35ba28537f8" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FcVMIvfP7BEbC5RcnFf4s%2Fcopy%20only%20related%20records-%20screenshot%202.png?alt=media&#x26;token=11967fe3-db61-46cb-92c7-5f15eb084bda" alt=""><figcaption></figcaption></figure>

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

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M6_01HYkyk5wDgYSIZ7%2F-M6_6I9ouiFt8lg49MhM%2FClone3_1.2.png?alt=media\&token=d236de13-669d-4b4c-a1e1-6c674f345435)

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 %}