Insightly users can clone their records, which allows users to quickly duplicate a record while keeping the original intact. For example, if two Contacts work for the same company and both records would contain a substantial amount of identical data, it would make more sense to create one and then clone the record in order to save time. When a record is cloned, any linked items found in the record’s related tab will be cloned as well. The cloning process is available for the following objects:
Application | Cloneable Objects |
|---|---|
CRM | Tasks, Contacts, Organizations, Leads, Opportunities, Products, Price Books, Quotes, Projects, Custom Objects |
Marketing | Prospects, Lists, Journeys, Landing Pages, Forms, Custom Objects |
How to Clone a Standard or Custom Object
- Open a record. Click the Actions dropdown menu on the top right-hand corner of the record.
- Select Clone This [Object]. For example, if you were cloning a contact, it would read Clone This Contact.
- A form will appear, populated with the original record’s information. Make updates as needed.
- Click Save.