How do I create a new project just like a project I already have?

To copy a project:

  1. Login as an Admin
  2. Find the project that you want to copy and the click the icon in the Copy column
  3. Enter the name for for your new project and then click OK
  4. You will now see your new project listed that will have all the same set-up as the copied project without any of the contacts.  It will include; the scripts, lead statuses, teams, result codes, custom fields etc.
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