In Simplicate, you can copy existing sales processes. This can be useful, for example, when you will perform the same work for multiple clients. This article explains how to do it.
Via Sales > select Sales process > Copy, you can copy existing sales processes. The steps are shown in the image below.
You have the following options:
Transfer description from copied sales
Transfer sales representative
Transfer relation from sale
Transfer the last created quote
Start and end date
The progress of the sale is also copied. It is also possible to include the most recently created quote. For the copied quote, a new quote number is generated using the next available number as configured in the company profile.