Installation Company ERP / CRM


How To Copy a Lead

To Do This:

  1. Within the Lead, select the ‘Move/Copy Lead’ button and select ‘Copy Lead’.
  2. Select Yes or No on whether you’d like to Copy the Lead Documents, Images, Notes and Emails. Select ‘Copy’.
  3. At the top of the Lead page, select the ‘Click here to view’ to view the Lead.
  4. Edit and progress the Lead as required.

Thank you for watching our how-to video on How To Copy a Lead, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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