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How to access and use the Clone feature?
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Use the general Clone feature
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Navigate to the record that you want to clone
On the Top right under the drop-down Click on the Clone button
A new record will be created with all the data copied from the old record
Adjust details before saving the new record
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The Clone feature can be highly useful for sales representatives who need to create a new digital campaign each month with the same account, targeting, and discounts as a previous campaign. With the Clone feature, all of this data can be copied into a new campaign with just one button click, allowing the sales representative to focus on adjusting only the necessary details, like the dates.
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Future Development Plans
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Our Clone feature is flexible and can handle sub-records, but the user interface may look outdated. We plan to update the user interface to match the modern look of the rest of our product.
More sources on Clone Feature
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If you are looking for more demos or information on this feature, please reach out to us and we will be able to help.
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If you are looking for more demos or information on this feature, please reach out to us and we will be able to help.
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