Client Clone Configuration
- ❖ Quickly clone a client's setup for faster implementation.
- ❖ Select the origin client and target client to replicate settings, including applicable automation rules.
- ❖ Access entities like Custom Fields, Email Templates, and Investors via the 'Master list' dropdown.
- ❖ Clone client-specific master data for new setups or existing client replication, with the option to customize as needed.
- ❖ Ensures fast, accurate, and consistent setups across clients.
- ❖ Easily replicate configurations for multiple clients, reducing manual effort while maintaining flexibility.