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:
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In the Navigation pane, select
.
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In the Master Elements grid of the Templates form, select the master element that you want to copy.
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Click
Options at the end of the elements's grid row and select
Copy.
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On the Copy Master Element dialog box, define the following for the new master element:
- 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.
- Description: This field populates with the description from the original element or you can add a new description.
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Click Continue to open the proposal builder and modify the master element.