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Duplicate Lead

PreviousInternalsNextReuse existing Lead

Last updated 4 months ago

Introducing the process of duplicating leads, a handy feature that streamlines lead management tasks. Duplicating a lead allows you to quickly replicate existing lead details, saving time and ensuring consistency across similar leads.

How to Duplicate a Lead

  1. Navigate to the lead file you wish to duplicate.

  2. Within the selected lead file, locate the icon and select the Duplicate option.

  3. This action will open a New Lead window pre-populated with the details of the original lead.

  4. You can modify the details if required in all stages in the Lead Creation.

  5. Hit the Create Button at last. The lead will be created.