How to Clone Standard and Custom Object Records

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:


Cloneable Objects


Tasks, Contacts, Organizations, Leads, Opportunities, Products, Price Books, Quotes, Projects, Custom Objects


Prospects, Lists, Journeys, Landing Pages, Forms, Custom Objects

How to Clone a Standard or Custom Object

  1. Open a record. Click the Actions dropdown menu on the top right-hand corner of the record.
  2. Select Clone This [Object]. For example, if you were cloning a contact, it would read Clone This Contact.
  3. A form will appear, populated with the original record’s information. Make updates as needed.
  4. Click Save.
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