Shared guide

How to clone a deal

Step-by-step guide covering: Click the CRM icon; Click the Deals link; Click the HMO deal entry; Click the Actions button.

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Step-by-step Guide6 steps

  1. Click the CRM icon

    Click the CRM icon
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  2. Click the Deals link

    Click the Deals link
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  3. Click the HMO deal entry

    Click the HMO deal entry
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  4. Click the Actions button

    Click the Actions button
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  5. Click the Clone option

    Click the Clone option
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  6. Click the CloneLoading button

    Click the CloneLoading button
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