In order to configure the widget you need to:
1. In the lead, click Setup
2. Click Add trigger
3. In the search, enter Lead synchronization and click Add
In the trigger window that appears, you need to configure:
1. When will the copy be created
2. In which pipeline/stage will the copy be created
3. Which fields will be copied to the copy
Next, you need to click on the checkboxes for the required functions:
Copy all fields - all fields that were selected earlier will be copied
Copy contacts - the contacts that the lead has will be copied
Copy company - the company will be copied
Synchronize fields - if the value of the selected fields changes for the lead, the second lead will also change the field values
Next you can configure status matches. If the original lead has moved to another stage, the copy lead will also be transferred to another selected stage, or vice versa, when the status of the copy changes, the main lead will change the stage.
After completing the settings, you must click Finish and save the pipeline settings
