Copy Deal/Deal Templates

Features
1

Copy Deal/Deal Templates

There is a new feature to be able to copy deals with the use of deal templates.

This is a new feature that will be available to clients in the March 2024 upgrade version and newer. However, this functionality can be manually configured and added to legacy client databases.

  • Legacy installation instructions can be found HERE

How do I learn more:

  • Internal documentation on creating/editing and using deal templates can be found HERE.
  • A new 5-minute video which you can watch is HERE.