Automation

Copying a lead

Ability to copy an existing lead with flexible configuration of copied values

Features

Copying leads
Selecting fields to copy
Setting up a pipeline and stage
Copy contacts and tags
Copy templates

Installation and setup guide

Detailed guide for working with widget "Copying a lead"

CONTENTS

  1. Widget setup
  2. Automatic deal copying

Widget setup

After installation, you need to go to the widget settings and click on + Add rules

The following is necessary:
1. Enter the name of the rule
2. Enter a name for the copied lead
3. Select the stage at which the lead will be created
4. Select the person responsible for the copied lead
5. If necessary, enable checkboxes, change the person responsible in the contact/company (the person you selected in step 4 will become responsible)
6. Select the fields to be copied (you can select to copy all fields)
7. If it is necessary for the lead creation date to coincide with the main lead, you must enable the "Save lead creation date" checkbox
8. Select managers for whom these copying rules will be available
9. Save rules

After creating copy rules, you must click on Save

In order to copy leads, you need to go to the lead, click on the three dots and select the rules for copying

Automatic deal copying

In order for the lead to be copied by trigger, it is necessary:

1. Go to the pipeline and click on Setup
2. At the appropriate stage, click + Add trigger
3. Enter "Lead Copying" in the search and click + Add
4. Select the copy rules and click Done

Be sure to save the pipeline settings