How do I Duplicate a Lead?

Updated on October 27, 2021 06:41AM by Admin

Apptivo Leads App allows you to reuse the existing contact details by duplicating a Lead. Instead of creating a new Lead with the same details, you can duplicate the existing one using the option called Duplicate.

Let’s quickly go through the steps to find out how to duplicate a lead.

Steps to duplicate a Lead

  • Log in and access Leads App from your universal navigation menu bar.
  • Select an existing lead you would like to duplicate.
  • On the lead overview page, you can view the duplicate button.
  • Click on the duplicate button to duplicate the lead.
  • You can view the Create Lead page with the auto-populated existing lead’s information.
Create Lead
  • Click on the “Create” button to complete.

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