Skip to content
English
  • There are no suggestions because the search field is empty.

How to Copy a Project

Here is how to Copy a Project:

First, Open a project by clicking on the name.

Copy 1

Next, click the Arrow and then Copy.
 Copy 2

Finally, update the Project Name. If the address is at all different, you can change that.

Also, update Sales Activities and click Save.

Copy 3

Happy Selling!

 


 

Need more help? Sign-up for additional Office Hours Training