how to copy a lead

Chris H. shared this question 14 months ago
Awaiting Reply

in the new IO how do you copy a lead? recurring doesnt look like you can change the date but looking for a shortcut for daycares where it doesnt fall exactly on the same day the next month.

Comments (2)

photo
1

Just bring up the lead and down in the bottom corner click save copy it'll create a new lead change it to what you want and save it and then just repeat the process for every week that you want the lead copy

photo
1

f03c2449d1562f677569f897af149fd2

Leave a Comment
 
Attach a file