Guide

1. Navigate to the Marketplace icon on the top right.

2. Select App Marketplace from the dropdown.

3. Search for “CloneNer” on the search bar.

4. And install the app.

5. Choose the Account where you want it to function.

6. And click on the Connect app button.

7. Locate the deal you want to copy.(CRM > Deals)

8. Click on the deal to get a detailed view.

9. Scroll down on the right column and find the CloneNer app.

10. Click on the Duplicate Deal to begin duplication.

11. Add or edit any additional properties to the deal you want and hit the Clone Deal button.

12. You will see the success prompt once the deal is cloned successfully.