To duplicate client information (including contacts and attributes) and/or the client’s Routes and Mapping Configurations to a new client, select owner and click on the Duplicate option under act ions from the menu icon. Once a new Owner Name is entered, the Duplicate button will become enabled.
Click the button and the Duplicate Data Owner screen will display. In addition to duplicating any contacts and attributes the owner may have, you can also include the owner’s routes and/or mapping configurations. Check one or both checkboxes, then click the Duplicate button. The new client will now display on the Manage Clients page. Note that while you are able to duplicate an owner’s converts and routes, Duplicate will not carry over the client’s brands and titles or their associated converts or routes.