Creating Leads · Duplicate a lead

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Duplicate a lead

If you have a new lead with the same customer, instead of creating it all over again, you can simply duplicate the existing one.

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.