Tracks: Duplicating an existing Track

1. Go to 'Settings' > 'Tracks, Merge & Brochures'
2. Open the Track you'd like to edit
3. Click 'Duplicate'
4. Enter a Track name into the text box
5. Select the module of your Track
6. Click 'Done'
7. Enter a description into the text box to describe the new Track
8. Change the colour of the Track if required
9. You can either edit the existing track or add additional reminders to the Track
10. To add additional reminders to the Track, click the Red '+' symbol
11. Select a reminder type
12. Enter a number into the 'remind in' text field and a period of time into the 'measurement' drop-down box
13. Select an assignee from the drop-down box
14. Add a description into the text box
15. Click 'Attach Merge Template' to add a template to the reminder - you can attach a template when using letter, email or sms reminder types.
16. If adding a Track, select the merge template from the list of available merges
17. Click 'Add Template' this will add the template to this reminder
18. Click 'Save'

To add additional reminders repeat steps 10 through 18 to add the required reminders to the track.