STEP 1 – Access
Click on Budget > Educational Institutions.
STEP 2 – Duplicate the School
You must have a relationship with the school to duplicate it.
After finding the school, go to the right side of the screen, click the gear icon, and select Duplicate School.
Note that the school will now have the label "My School" after being duplicated to your database.
We recommend removing the relationship with the original school (not the duplicated one) after making the desired edits. Otherwise, you will have two identical schools in your course list when creating a quote. To do this, click the red button “remove relation” on the right side of the screen to remove the relationship with the original school without risking losing any information.
Another option is to simply disable the original school for quotes by turning off that option. This way, you will continue receiving notifications about price updates but will avoid the risk of your sales team using the wrong school for a quote.
Important: It is not possible to duplicate premium schools.
STEP 3 – Editing the School
By duplicating, all previously registered information, campuses, courses, and rates will be copied, and you can edit them whenever you want. To edit the information, click the gear icon and select Edit School.
If you still have questions, please contact support or reach out via WhatsApp.