Scenarios

1. Instead of configuring their CRM from scratch, businesses can receive a pre-configured CRM environment from a successful organization or implementation provider in their industry. This gives them immediate access to industry-specific modules and tested processes while also saving them time, money, and effort.
   
2. Businesses can design a comprehensive and optimized CRM environment and easily share this standardized setup with new regional branches, departments, or other sub-divisions. This ensures that customer data and interactions are managed uniformly, thereby providing a consistent experience to customers and employees.
   
3. Implementation service providers can reuse customizations as-is, or use them as a foundation to build upon for future implementation work across multiple clients.
   

How does it work?

1. The admin of the target account generates a unique, temporary key and shares it with the admin of the source account.
   
2. Using this key, the admin of the source account sends its customization to the target account.
   
3. The admin of the target account approves this received customization. Once approved, the target account is automatically configured based on the received customization.
   
4. Once this is complete, the target account will resemble the source account in its configurations.
   

The target account generates a unique copy customization key. This is valid for 24 hours from the time of generation.

Next step