2.5.3. How to Duplicate Leads?

Using this method, you can create a new lead out of the existing lead by changing some information. Following steps will guide you duplicate the leads.

  • Go to Sales > Leads.
  • Click the title of the lead you want to duplicate.
  • It will take you to the edit page of the lead.
  • Click the Duplicate button given in between the Edit and Delete button on the left side
  • of the window.
  • It will display the lead form where you can make the required changes.
  • After making changes, click the Save button.
  • It will again take you to the lead edit page where you can add other details and
  • perform other operations.
  • You can view this newly created lead in the leads list view on leads home page.