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 [e-mail]