Managing existing clients · Upsell by duplicating leads

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Duplicate a lead

Upsell inside no is possible, and super easy. As easy as duplicating a lead!

How? Choose "duplicate a lead" in a lead's Actions button.

Once you click on 'Duplicate lead', the system will force you to create a Client Folder before creating the new lead associated with that same client.

Actions > Duplicate Lead > Create Client Folder.

What's a Client Folder?

The Client Folder is ideal for companies which perform more than one business transaction with the same client. It's very easy to use, and extremely helpful to understand where you're at with a client and their importance for your company at any given time.