Available in products
Connect from version 2.0.18
At Promob you can optimize your time when creating similar projects on a large scale, for different clients, as an example, when you need to create a Type project. For this, you can duplicate the project and register the client to which it refers.
For this:
1. Locate the project you want to use;
2. Click on the Duplicate Project button
3. On the Customer Data screen, enter the data for the new customer;
NOTES: It is important to note that once the customer data is registered, it is not necessary to inform the data again. Just search for the customer's first name in the Name field and Promob will locate the registration by automatically filling in the fields.