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Copying call script templates for leads

Copy a call script template for leads when you want to create a new template from an existing one.

To copy a call script template for leads:

  1. Navigate to the Customize workspace.
  2. In the Lead Management tab, click the Call Scripts subtab.
    A list of call script templates displays.
  3. In the list, click the Action button for the template that you want to copy, then select Copy.
    The Add Call Script Template dialog opens.
  4. Modify your desired call script template information.
  5. Click OK.
    The Add Call Script Template dialog closes.

The call script template is copied. You can now modify the copied template and make your desired changes.

Copied call script templates are inactive by default. You must activate the template before it can be used.