Note: To duplicate a record the user must be the record's creator or be an admin of the team the record is shared with.

1. Select the record you would like to duplicate. You can search for your record in the top menu search bar or manually in your list of records.

2. Click the Duplicate Icon in the record's menu bar. You will then be asked to confirm your duplication of the record.

3. You should see a pop up dialog box in the right hand corner that reads Record successfully added.

Congratulations! You have successfully duplicated a record from your organization!

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