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      How to Copy a Project


      ***Please Note: When you copy a file, the new copied file will retain the project name, contact information, and a majority of the Miscellaneous Information in the middle. The project notes and sales behaviors will be reset.​
       
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      1. Click on the dropdown trigger at the top of the project you would like to copy

      Click on the dropdown trigger at the top of the project you would like to copy

      2. Click copy

      Click on Copy

      3. Update the project name

      Update the project name

      4. Change or adjust any project data information that may be different from the project you are copying

      Change or adjust any project data information that may be different from the project you are copying

      5. Then click save!

      Then click save!