It used to be that in order to clone Zoho CRM templates, you had to use the good-ole copy and paste, but no more! With recent updates to the ever-evolving and improving Zoho CRM, cloning Zoho CRM templates is now just a single click and a fairly simple process. In our latest post, we go over the steps to show you how you can easily clone a template in Zoho CRM in just a matter of seconds.
Cloning templates in Zoho
Cloning templates in Zoho CRM can be done is just three simple steps, as shown below:
- Setup (tool icon in the upper right corner)->Customizations->Templates
- Click on the template you’d like to clone to open in “View” mode
- On the right, click on the bottom icon (shown at right)
You now have created a copy of the template and opened it in edit mode.
Gain more in-depth knowledge on Zoho CRM templates
We hope you found this quick tip helpful. The Marks Group offers expert-led Zoho training and support on all Zoho apps and products. Contact us at info@marksgroup.net to find out more and check out our YouTube video library!
