If you similarly handle sales deals each time, using templates can save you time. You can duplicate existing deals or create new templates.
Duplicating an Existing Sales Deal
Go to CRM > Deals and select the deal you want to duplicate.
Open the deal sidebar and choose Duplicate under the Settings tab.
Enter a name for the new deal and click Duplicate Deal. It will appear in your Deals list.
Note that duplicating a deal also copies all related services and expenses. You can edit the new deal as needed.
Creating a Sales Deal Template
Navigate to CRM > Deals and click the + Deal button.
Fill in the deal details you want to use as a template and name it, such as #Template_Sales_Deal.
After creating the template, go to the sidebar, select Duplicate deal, and follow the same steps as for duplicating an existing deal.
Creating a New Deal by Copying an Existing Deal
When creating a new deal, you can also select the "Create by copying an existing deal" option.
This allows you to quickly set up a new deal based on the structure and details of an existing one, speeding up the process.
