Creating a session by using another session as a template

You can copy an existing Contact Optimization session as a new session.

About this task

Note: You cannot edit the audience level and template table for the new session. They are the same as the original Contact Optimization session.


  1. Go to the Summary tab of the Contact Optimization session that you want to copy.
  2. Click the Copy icon.

    You are prompted to confirm that you want to copy the session.

  3. Click OK.

    The Edit session properties page of the new session displays.

  4. Complete the fields on the Edit session properties page.
  5. Click Save.


The Summary tab for the session displays. The new session contains the rules and scores of the template session. You can now edit the new session.