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.
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 😂
Comments
0 comments
Please sign in to leave a comment.