Step

Action

Result

1. Navigate to the Deal in RL and click on the "..." button next to the Deal ID in the upper right-corner and then click "Copy Record."

  • View the Deal in RL and click the "..." button next to the Deal ID in order to click the "Copy Record" button
  • You will see options on the next screen to change the Deal template.
2. Go to the "Switch Template" section and make sure Deal is selected and choose the new template from the dropdown. Make sure "Include Parties/Contacts, where valid" is checked and click "Continue to Associate"
  • In the "Switch Template" section, the new Deal template is selected from the dropdown, "Include Parties/Contacts, where valid" is checked, and you've clicked "Continue to Associate"
  • The Deal template has moved to the new template.

3. Check to see if the rights have been set to "Inactive" and follow up with Ingrid to set them back to "Active."

  • Check the rights records to see if they are now "Inactive" and contact Ingrid to set them back to "Active."
  • Ingrid will set the rights back to Active.