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CRM Records: Clone leads and avoid duplicate entry

Learn how to clone leads in Nutshell to save time on repeat sales by easily duplicating lead information.

Andy Fowler avatar
Written by Andy Fowler
Updated today

Are you selling to the same customers repeatedly? Now, you can create a copy of a lead file to avoid having to re-enter the information on a new lead.

How to do it

Go to the lead you want to clone. Click Actions... and choose Clone this lead.

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What is cloned?

  • Lead name

  • Tags

  • Companies & people

  • Assignee

  • Products & value

  • Custom fields

  • Competitors

  • Pipeline

What will you do with all the time you save? I've lost my excuse not to go to the gym πŸ˜‚

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