Synchronization of leads
between pipeline

In order to configure the widget, you need to:

1. In the lead, click Configure

2. Clicks Add Trigger

3. In the search, enter the Synchronization of leads and click Add

In the trigger window that appears, you need to configure:

1. When will a copy be created

2. In which Pipeline/A copy will be created at the stage

3. Which fields will be copied to the copy

Next, you need to click on the checkboxes for the necessary 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 values of the selected fields change for the lead, the values of the fields will also change for the second lead

Next, you can configure the matching statuses, if the original lead has moved to another stage, the copy lead will also be transferred to another selected stage

After the configuration is completed, you need to click Done and save the pipeline settings