Copying a Lead

Modified on Mon, 19 Aug at 10:56 AM

If a lead is similar to a previous one, or you need to "re-open" a lost lead, an easy way to create a new lead is to copy an existing one. From the detail page of the lead you want to copy, click the Copy Lead button.  

Note:  Only the lead details are copied, quotes, activities, notes, files etc are not.

The lead details will be copied to an add lead page. Update the relevant details as required.

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