SalesUp Copy object records for Creatio

SalesUp Copy object records for Creatio allows making duplication settings with maximum flexibility, regardless of the objects' complexity and their related elements. Easily manage the copying of base and custom objects in Creatio!

Use cases:

The add-on helps sales managers, marketing managers, and business analysts perform their regular tasks:

- Quick copying sales forecasts for the next period;

- Copying of similar projects for faster filling;

- Copying of user-related objects, such as similar tasks (Activities) or more complex objects such as marketing projects;

- Quick creation of similar emails for different customers.

Key features:

• Copying one or more objects in one action;

• Ability to select details to copy and exclude them from the process;

• Ability to set up the fields to be copied without the section wizard using;

• Copying of planning-related objects;

• Copying of hierarchical objects and binary data;

• Filtering of records to be copied;

• Additional settings for convenient copying.

Notes:

The add-on is not intended to copy access rights or configure organizational structure.