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How to Copy a File

How to Copy a File Erick Vargas

To copy a file, open the file that you want to copy and click Copy.

Once you have copied the file, you will want to update the Project Name, set the Sales Status, add the Office, and assign any needed Sales Behavior dates. Then, hit save in the top right-hand corner.

***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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