With a simple process, you can quickly duplicate existing assets for other sets of companies without starting from scratch. This efficient approach saves you both time and effort.
Below are the steps to duplicate a report or Battlecard:
1. Start by navigating to either the Reports or Battlecards tab within your platform.
2. Select Duplicate: From the list view of reports or Battlecards, locate the asset you wish to duplicate. Click on the three dots on the far right side of the asset and select "Duplicate."
3. Alternatively: If you are already clicked into a specific report or Battlecard, click on the three dots in the top right corner. From the dropdown menu, select "Duplicate."
4. Edit and Refine: Once you've duplicated the asset, this will create a copy you can customize to fit your specific needs. Edit the report name by clicking on the pencil icon, adjust the companies included using the "Companies Included" button on the left side, and refine the report by adding or removing widgets as needed.
5. Video Tutorial: For visual learners or those needing a refresher on how to refine Battlecards and reports, explore our video tutorial on report creation. This resource includes insights on refining Battlecards/reports and adjusting widgets to suit your needs.
By following these simple steps, you can leverage the power of duplication to boost overall efficiency and productivity.