If you use your CRM to organize repeatable work, project copying makes it much easier to reuse what already works. Instead of rebuilding the same project from scratch, you can create a copy, place it in the right folder, and choose whether to include past activity or start fresh.

📌 Why This Matters

Small business owners often repeat the same types of work, whether that is sales follow-up, customer onboarding, internal processes, or content planning. Being able to copy an existing project helps you stay consistent, save time, and keep your team working from a proven setup instead of reinventing the wheel each time.

✨ What’s New

• Copy projects to different locations: You can copy a project within the same account and place it at the main level or inside an existing folder.
• Choose a clean copy or full history: Create a fresh version with no chat or version history, or include the original project’s activity and version records when that context is useful.
• Ready to use: This option is available by default for users who already have access to the project workspace, so there is nothing extra to set up.

🛠️ How to Use It

1. Step 1: Open the project you want to reuse inside your CRM workspace.
2. Step 2: Choose the copy option and select where the new project should go, either at the main level or inside an existing folder.
3. Step 3: Decide whether you want to include project history or create a clean copy.
4. Step 4: Save the copied project and update any details so it matches the job, process, or team member using it next.

💡 Pro Tip

Create reusable project templates for common revenue-driving tasks like lead follow-up, onboarding, and repeat services so your team can start faster and deliver a more consistent customer experience.