If you've created a proposal you love and would like to reuse it as a starting point for a new Prospect, follow the steps below to duplicate. Duplicate will make an exact copy of the proposal that you have previously created in your Management Center.
Here are the steps involved in duplicating a ClientPoint in your system:
- Go to Manage
- Select a ClientPoint
- Go to More, click Duplicate
- You will be redirected to Info screen for the duplicated ClientPoint
- Go through and update details in Info and merge fields within documents on the File screen
Have any questions? Please contact support@clientpoint.net.