Set up template

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

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