How to copy a script

This article outlines how to copy a call script, including all of its sections and answers. Copying or changing a script will not affect any completed call records.

Note: Only admins and managers can copy scripts.

Step 1 — Select a script to copy

First, head over to Scripts.

Compass software user interface that demonstrates viewing all sales call scripts.

Select the script that you want to copy.

Step 2 — Copy the script

Choose the Copy Script option shown in the screenshot below.

Compass software user interface that shows the copy call script button

Once selected, the page will refresh and the copy of the script will be shown. You can tell that you are viewing the copied version because the name will have the words "Copy" appended to it.

Compass software user interface showing the copied call script.

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