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Cloning an Enquiry

How to Clone an Enquiry

  1. Inside the View Enquiry Screen on the left-hand menu, click Clone Enquiry
  2. You will be presented with a text box, select from the drop down which enquiry you wish to clone into. Once the project is selected click Clone
  3. You are now in the Clone Enquiry screen, if you wish everything in that screen to remain exactly the same, simply go to the bottom of the screen and click save
  4. All Associated Activities will appear on the screen, select the activities you wish to clone. Check all, some or none, whichever you wish to clone to the enquiry. Press Clone Enquiry  and you will now be taken back to the View Enquiry screen

*Note - For clients with multiple projects, enquires can be cloned across projects, saving you time.