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Clone leads to eliminate data entry for repeat sales
Clone leads to eliminate data entry for repeat sales
Andy Fowler avatar
Written by Andy Fowler
Updated over a week ago

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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