How to clone an Activity Set

Duplicating an Activity Set is helpful when you want to create a variation of a group of tasks and events or back up an existing set before you change it.

Cloning an Activity Set does not copy a connection to a Pipeline stage. If you've set up a Pipeline stage using the original Activity Set, it will continue using that set unless the Pipeline is edited in your System Settings.

To clone an Activity Set:

  1. Click the profile icon to access the System Settings > Activity Sets page.
  2. Find the Activity Set you would like to copy and click the Clone Activity Set button.
  3. Enter a name for the new Activity Set.
  4. Click Save. The new Activity Set will appear in the list.
  5. Click the Edit Activity button and the checkboxes to apply the new set to different record types.
  6. Click the Edit link if you'd like to modify the tasks and events in the Activity Set.
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