Save a Preset to Create More Projects

1. You can create a preset from an existing project that already contains the attributes you want to use, or you can create a preset from scratch.

1a. To create a preset from an existing project, open the project, scroll to the bottom, and click "Save as Preset."

1b. To create a preset from scratch, go to "Market + Sell" > "Presets," and click "+ New Preset."

2. Enter a name for your preset and click "Create"

3. Click "View Preset"

4. Enter a description for your preset.

5. Review the project type and journey.

6. Review each sale within the journey, including the pricelists, expiration, and project greeting that is specific to each sale within your selected journey. Make sure you save any changes you make to the project greetings.

7. Review the marketing funnel campaigns, access code message, special messages, and form questions. 

8. Your new preset will appear in the list of presets, and is ready to use.