Cloning a proposal makes a copy of the proposal being cloned. The proposals have unique IDs. The new proposal will be associated with the same account and lead as the original proposal.
To clone a proposal:
1) Go to the Account View.
2) Click on the Sales Tab.
3) Click on the Proposals sub-tab or the ALL sub-tab.
4) Click on the ID# of the proposal. The proposal form opens.
5) Click on the Clone button. The proposal form will redisplay as a new form (no ID#) but with the fields still populated.
6) Modify the new proposal as needed. See Create a Proposal for more information.
7) Click Save to save it. The proposal form will redisplay with a new ID#.
8) To exit the form, click on a link in the pathbar. Home>Account>Lead