Duplicating a ClientPoint in ClientPoint is an efficient feature that enables users to reuse existing proposals as templates for new prospects. This functionality saves time and ensures consistency in document formatting and content. When you duplicate a ClientPoint, an exact copy of the original is created in the Management Center, allowing you to customize it further for a specific prospect.
This feature is especially useful when creating proposals for multiple clients with similar requirements or when you want to preserve the structure and design of a well-crafted proposal.
Steps to Duplicate a ClientPoint
Follow these steps to duplicate a ClientPoint in your system:
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Access the Management Center:
- Go to the Manage section in ClientPoint.
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Select the ClientPoint to Duplicate:
- Choose the specific ClientPoint you want to copy.
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Initiate Duplication:
- Click on More in the toolbar and select Duplicate from the menu.
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Redirect to Info Screen:
- After duplicating, you will be redirected to the Info screen of the duplicated ClientPoint. This screen allows you to modify basic information related to the new ClientPoint.
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Update Details:
- Review and update the details in the Info section.
- Customize the merge fields and edit the documents in the File screen to tailor the duplicated ClientPoint for the new prospect.
Conclusion
Duplicating a ClientPoint is a straightforward process that streamlines the creation of new proposals by reusing existing ones. By allowing you to modify the duplicated content, this feature offers flexibility and ensures you can adapt the proposal to meet the specific needs of your new prospects.
If you encounter any issues or require further guidance, please contact support@clientpoint.net.