How to clone a Prospect

Cloning a Prospect will create a new Prospect with the same details as the original.

For example, if you're adding multiple Prospects for the same company, you can create the first Prospect and then use it as a template for other Prospects through cloning.

To clone a Prospect:

  1. Open the Prospect. Click the Actions dropdown and select Clone This Prospect.
    Clone_prospect_1.png
  2. Edit the details of the cloned record. Click Save.
    Clone_prospect_2.png
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