Zoho Tips

Zoho CRM Templates and Cloning Capabilities

By November 20, 2018 April 18th, 2019 No Comments

Cloning Zoho CRM templatesIt 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, but if you’re looking to learn more about everything Zoho CRM has to offer, we highly encourage you to sign up for the services offered through Marks Group Live. Our live Zoho training sessions will teach you everything you’d possibly want to know about how to use Zoho. Our Zoho experts can also answer your questions live, and provide one-on-one support if you run into any issues. Learn more and become a subscriber today. 

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