Create a new Project Template Based on an Old Project Template
Hi,
I was wondering if its possible to just duplicate a project template?
The reason being is that I want to use the same template but the "assigned to" will be designated to different people.
Signing up client A will be designated to Salesperson Tom, who will hold the share of the responsibilities
Signing up client B will be designated to Salesperson Dave who will hold the share of the responsibilities
same process, but the assigned to will be different.
Any suggestions?