SF330 Copy an Existing SF330 Proposal

You can base a new S330 proposal on an existing one. After you make the copy, you give the record a new name and modify its data.

To make a new SF330 proposal from an existing SF330 proposal:

1. In the Navigation pane in the desktop application, select Proposals > SF330.
2. On the SF330 Proposals form, open the proposal that you want to copy.
3. Click New > Copy Current SF330.
4. After the copy displays, click Save.
5. On the Save Proposal dialog box, enter a name for the new proposal.
6. On the tabs of the SF330 form, modify the proposal data.
7. Click Save.