Your ability to copy a first response policy depends on the client you have selected.
- If you do not have a client selected, you can copy partner-level policies.
- If you have a client selected, you can copy client-level policies for the selected client.
- Go to Setup > Alerts > First Response.
- On the First Response Policies page, select the checkbox for the policy and click the Create Copy.
- Enter a unique Name for the policy.
- Modify the details you want to change.
- Click Save.
A new policy is created and can be viewed in the First Response Policies List section.