Copy Products and Services to Other Practices

Learn how to copy products and services to other practices

  1. Open the Control Center
  2. Search for the desired Product
  3. Expand the product by clicking on the row
  4. Click Add to Additional Practices(s)
  5. Select the practice to Copy Item From
  6. Select the practices to push the product or service by selecting All Additional Practices or by selecting the Regions or Individual Practices to copy the product to.

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