# Set up template

To set up the 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%2F1yTYkGcvalwdMkx3qA86%2F4.png?alt=media&#x26;token=3523caca-183f-40de-9f9f-e6ca67774da5" 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%2FsQVAI2vYj3xKl3ch9nQU%2F5.png?alt=media&#x26;token=2e793e34-1803-4f8f-baa5-d4ee162557d7" alt=""><figcaption></figcaption></figure>

* Here, let’s clone the record from **Opportunity** entity to an **Order** entity. Name the template --> Select source entity = **'Opportunity'** and target entity = **'Order'** --> Click on **Save.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FEk7KnAo3Ji1wep9Mtx5M%2F6.png?alt=media&#x26;token=831d7de5-41f2-451c-b522-37d52d106a1c" alt=""><figcaption></figcaption></figure>

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