| 1. | From the Prospects page, under Configuration, click Prospect Research Report Templates. The Prospect Research Report Templates page appears. |
| 2. | In the Report templates grid, select the template you want to copy. |
| 3. | Click Copy.The Copy prospect research report template screen appears. |
| 4. | Change the template name and description. |
| 5. | Make any other necessary changes. |
| 6. | Click Save to save the template and return to Prospect Research Report Templates page. Your new template displays in the Report templates grid. In addition, you can now select this template when creating a Prospect Research Report. |