When you need a new routing policy that's close to one you already have, you can duplicate the existing policy instead of building it from scratch. Duplicating copies every stage of the original policy - territory routing, duplicate handling, round robin, participants, write-backs, and more - into a new policy that you can then adjust.
You can duplicate a policy onto a node in the plan you're working in, and you can pull the original from a different plan. This is useful when you're rolling out a proven policy to a new territory, or standing up a new plan that mirrors an existing one.
Note
A duplicated policy is always created Inactive. It won't route any records until you enable it. That's by design, so you can rename it, adjust the stages, and check it before it goes live.
Before you start
You need write access to policies. If you have read-only access, the Duplicate Policy button doesn't appear.
Decide where the copy should land first. The copy is placed on the territory node you have selected in the plan you're working in.
Duplicate a policy
Go to Policies > Manage Policies by Territory.
In the plan where you want the copy to live, select the destination territory node in the hierarchy.
Click Duplicate Policy. The Clone a Policy window opens.
In Clone from Plan, select the plan that holds the policy you want to copy. This can be the plan you're in, or a different one.
In the territory tree on the left, click the node that holds the original policy. The policies on that node load in the list on the right.
Find the policy you want. Use the search box to filter by tag if the list is long. Select the checkbox next to each policy you want to duplicate - you can select more than one.
Click Confirm. Fullcast submits a copy request and processes it in the background. The page refreshes when it's done. How long it takes depends on how many records are affected.
What you get
Each copy is named "copy of [original policy name]". For example, duplicating SMB Inbound Leads creates copy of SMB Inbound Leads.
Each copy lands on the destination node you selected, in the plan you're working in.
Each copy is Inactive. It won't route any records until you enable it.
Next steps
Your copy isn't routing anything yet. Before you enable it:
Rename it so it's not "copy of..." - a name that describes what it routes is easier to manage later.
Review and adjust the stages. Update the tags, participants, operation times, and any settings that should differ from the original. For a walkthrough of each stage, see Create a routing policy.
Enable it when you're ready, by setting its status to active.
Caution
If you duplicate a policy onto the same node as the original, you'll have two similar policies on one node. When more than one policy on a node could match a record, Fullcast doesn't guarantee which one wins. Before you enable the copy, change its tags, operation times, or node so the two don't overlap - or edit the original instead of keeping a near-duplicate beside it.