Duplicate an accountability template to create an exact copy. Duplicating speeds the creation of similar templates.

1. In the navigation bar, click Account > Accountability Templates.
2. Use the search field or scroll down in the template list to locate the accountability template you want to duplicate.
3. Select the check box next to the template name.
   Note: If the template does not have a check box next to its name, it cannot be duplicated.
4. Click Duplicate. A <Template name> (copy) screen appears, displaying the values that were part of the original template.
5. Make whatever changes you want to the template details.
   Note: At a minimum, you should change the name of the template so that you can distinguish it from the original.
6. Click Save.

The screen refreshes and the new template appears in the list on the Accountability Templates screen.