Pathway templates can be created for future Pathways used for deals of the same nature and that need the same, or similar set of Topics and Requirements.

This allows the person creating and sending the Pathway to choose from an existing template.

Duplicating a Pathway template copies over the Areas, Topics and Requirements into a new Pathway template.

To duplicate an existing Pathway template, follow these steps:

1. Go to the Top navigation menu, then select Templates.

2. Under Templates, locate the Pathway template.

3. Select the Item menu, then select Duplicate.

⚠️Good to know: When duplicating Pathway templates the word copy will appear at the end of the Pathway template title. To edit the title select the Pathway, then select edit. Learn more here.