Cloning forms

With Presspoint, you can clone any form.

FINDIT: Presspoint Dashboard >> Profiles & Forms >> General Forms or Profile Forms

You can also clone Opportunity Templates.

  1. Hover over any Form
  2. You see a link for “Clone”
  3. Click “Clone”
  4. The system will clone the form with a default name of “Old Form (Clone)”
  5. Edit as required, including a new name
  6. Click “Save your options” at the bottom of the form