Duplicate a Pricing Group

Duplicating a pricing group allows you to create a new pricing group by copying an existing pricing group with all of its categories and prices. When duplicating a pricing group, the existing pricing group's clients will not be duplicated.


Duplicate a pricing group

  1. Go to the Clients menu from the Sales sidebar and click Pricing Groups.
  2. Click the Search icon and type the name of the pricing group to duplicate.                                   search_pg.png
  3. Click the pricing group's 3 dots icon and select Duplicate
    • The Duplicate Pricing Group window will open.                                                          dup_pg.png
  4. Type a name for the new pricing group in the Pricing Group Name field.                                      pg_name.png
  5. Click Duplicate.

    Clients must be added to the new pricing group for it to be used when creating campaigns.