Copy a Master Element

Copy a master element to use as the basis for a new element.

This option is available if your enterprise uses CRM Plus.

To copy a master element:

1. In the Navigation pane, go to Proposals > Templates and select the master element that you want to copy.
2. Click Options at the end of the elements's grid row and select Copy.
3. On the Copy Master Element dialog box, define the new master element's:
   • Name: Enter a unique name for the element.
   • Category: Select a category for the element. Use the categories to organize the elements by function. You can also search the elements by category. Your administrator defines categories in List Settings.

   The Description populates with the description from the original element.

4. Click Continue to open the proposal builder and modify the master element as needed.