Sometimes, you might find that you need to copy a current lead or a closed lead in your account! You can quickly do this by duplicating a current open lead or with a closed/lost lead. Duplicate from the Lead tool or within the Lead dashboard itself! With a couple of clicks, you can have a new lead set up and ready to go! In addition, you can designate which tools you want to include/exclude when copying data over to your new lead! Bring over your previous proposals, notes, to-dos, and forms, or start with a blank canvas! Here's how:
Duplicating Leads in the Lead Tool
1. Click on "Leads" in the Navigation Bar.
2. Click on "Add/Duplicate" at the top of the Lead tool.
3. Select "Duplicate Existing Lead".
4. In the pop up menu, select the open or closed lead you want to duplicate, the new date, the pipeline position, and the tools you want to bring over!
Duplicating Leads in the Lead Dashboard
1. Click on "Leads" in the Navigation Bar
2. Click into the Lead you wish to duplicate
3. At the top of the Lead Dashboard, Click "Duplicate".
4. In the pop up menu, select the open or closed lead you want to duplicate, the new date, the pipeline position, and the tools you want to bring over!
Once you hit save, you will be taken to the new lead dashboard. You can then edit the name and time, double check your assigned contacts and venues, and continue moving the lead through your processes.
Check out this Scribe for a step by step guide:
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