Widget NOVA

Copying a leads to Kommo

The ability to copy an existing deal.

When copying, you can configure the parameters:

  1. Funnel and the status of the copied transaction
  2. Which fields to copy
  3. Which lists to copy (linked list items to the transaction)
  4. Copy contacts of the transaction or not
  5. Which tags to copy

If this widget does not solve all the tasks and requires improvement, we can refine it for you
Configuring the widget
After installation, you need to go to the widget settings and click on +Add rules

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

After creating the copy rules, click Save

In order to copy transactions, you need to go to the leads, click on the three dots and select the rules for copying
AUTOMATIC COPYING OF THE TRANSACTION

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

1. Go to the funnel and click on Setup

2. At the appropriate stage, click + Add trigger

3. Enter "Deal Copying" in the search and click + Add

4. Select the copy rules and click Done


Be sure to save the funnel settings

Cost of the solution
Is free
Consultation
Install
Made on
Tilda