How to copy company?

In today's ever-changing business world, being adaptable and efficient is important! We understand this need and offer the "Copy Company" feature, allowing users to duplicate an existing company effortlessly.

This feature is really helpful when you want to duplicate successful strategies, try out strategic changes without affecting the original, or share standardized setups with multiple teams.

NOTE: Before copying your company, ensure you have a space for an additional company. If space is not available, you may need to purchase company Add-ons.

Steps to copy company:

1

Log in to your account. On the left sidebar, find the companies option and click on it.

2

Here, you will see a list of all active companies. Find the company you want to copy and click the three dots next to its name.

Now, select the “Copy” from the dropdown menu.

NOTE: Only the Company owner has the permission to copy the company. Any invited members (collaborators or viewers) will not have the ability to copy it.

3

A pop-up will appear. Click on Duplicate.

This action will create a duplicate copy of the selected company, maintaining all its existing content and settings.

By following these steps, you can efficiently manage multiple projects by replicating companies, saving time, and ensuring consistency across your business operations.