crm3

If you are going to create a Process Type that is similar to an existing Process Type, you can quickly create a Clone of that Process Type and make modifications to it, rather than starting from scratch; a great time-saving feature. Simply select the existing Process Type on the Process Types list and select Clone from the pop-up menu that displays; the Clone Process window, illustrated below, for that Process Type allows you create a copy (Clone) that Process Type.

1. Click OK to create the Clone or click Cancel to close this window without creating the Clone. The cloned version of the Process Type is displayed on the Process Type list with _CLONE appended to the name, as shown in the following illustration.
2. Select the cloned Process Type and select Edit on the pop-up menu to open the Process Type Editor and change the Process Type’s name, make any modifications necessary to satisfy the requirements of your new Process Type, then click Save to save it to the system.