Making an existing lead a repeat customer?

Lacey W. shared this question ago

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Hello, I have a former customer who wants to book with us again.

Do I need to create a new lead and a new event with the same contact info and deliver address? Or can I somehow create a new event inside the existing lead?

Thanks in advance!

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Brittany M. ● 40 days ago

Hello,

You would need to create a new lead with the existing customer's information.

There is no way to create a new lead inside the existing lead without overwriting the previous lead information.

Thank you

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Lacey W. ● 40 days ago

Is there any way to copy/paste that info into a new lead? Or any way to not have to do that manually?

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Brittany M. ● 40 days ago

You can go to the old lead and click the arrow next to Save or Save&Close and select Save as Copy. This will copy the lead information into a new lead number, you would then need to change the date and any other new information for the copied lead.

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Lacey W. ● 37 days ago

Awesome, thank you so much!

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