Duplicate a Room to reuse its structure, sections, and content for a new deal or customer. Create a copy from the Rooms table (Main dashboard), the Rooms list, or from inside the Room menu. Update the Room name and logo right after you duplicate so the new Room matches the right account. Duplicate a teammate’s Room when you want to reuse a proven layout.
Prerequisites & Requirements
Plan: All plans
Permissions: Any user in the account
Technical Specs: None
How to duplicate a Room from the Rooms table (Main dashboard)
Go to Rooms.
In the top-right New room area, click the Duplicate from existing room button.
Select the Room you want to duplicate.
Add Room name and logo.
Click Create -> the duplicated Room is created.
How to duplicate a Room from the Rooms list
Go to Rooms.
Find the Room in the list.
Click the sushi menu (3-dot menu) next to the Room name.
Click Duplicate.
Add Room name and logo.
Click Create -> the duplicated Room is created.
How to duplicate a Room from inside the Room
Open the Room.
Click the Room menu (chevron icon).
Click Duplicate this room.
Add Room name and logo.
Click Create -> the duplicated Room is created.
How to duplicate a teammate’s Room
Go to Rooms.
Use the view that matches your role:
If your role is User, select Recent activity to find recently shared Rooms.
If your role is Admin or Manager, select a colleague name to view their Rooms.
Click the sushi menu next to the Room you want.
Click Duplicate.
Troubleshooting & Error States
Q: Where can I find the duplicate option from the dashboard?
Answer: Go to Rooms and click Duplicate room under Create a room (top-right).
Q: I can’t find the duplicate option for a specific Room.
Answer: Go to Rooms, click the sushi menu next to the Room name, then click Duplicate.
Q: I want to duplicate a teammate’s Room, but I can’t see it.
Answer: In Rooms, select Recent activity (User role) or select the teammate name (Admin/Manager role).
Q: I duplicated a Room and the wrong name/logo shows.
Answer: Open the duplicated Room and update the Room name and logo.
Pro-Tips
Duplicate a Room before you share it externally, then update name/logo first so the buyer sees the right branding.
Duplicate a teammate’s Room when you want to reuse a layout that already works for your team’s process.