Copy an Activity in the Activity Manager

You can copy an existing activity to schedule a new one.

To copy an activity in the Activity Manager, complete the following steps:

1. From the Ajera CRM Navigation menu, click Calendar /Activities > Activity Manager.
2. Optional: Use the Activities Filter dialog box to narrow the list of activities that display in the Activities grid.
3. In the Activities grid on the Activity Manager form, click the row that contains the activity that you want to copy.
4. On the Activities grid toolbar, click Copy. Ajera CRM copies the activity details to a new row on the grid.
5. In the new row, modify the activity details to create a new activity.
6. Click Save to save your changes and schedule the new activity.