Duplicating a lead in SalesTown CRM can be useful for creating similar leads without having to re-enter all the details. This guide provides detailed steps to duplicate a lead in SalesTown CRM.

Step-by-Step Guide to Duplicating a Lead

1. Find the Lead to Duplicate 

  • Use the search bar given on the workboard window to search the Lead Title.
  • Click on it and it will redirect to the Lead Detail Page.

                                   Or

  • Click on the Lead whose stage you want to change either from the Tile view or List view.
  • It will redirect to the Lead Detail Page.

2.  Duplicate the Lead

  • Once in the lead's detailed view, look for the Duplicate option given on the action menu, represented by three dots at the top right corner of the lead's detail page.
  • Click on the Duplicate option. This will create a copy of the lead with all the same information and will be displayed with (Copy) mentioned in the lead title.

3. Review and Edit the Duplicate Lead

    • A duplicate lead's detail view will appear, pre-filled with the information from the original lead.
    • Review the details and make any necessary changes. This may include updating the lead title, contact information, lead value, pipeline stage, or any other relevant details.
    • After making the necessary updates, click the Save button.

Tips for Effective Lead Duplication

  • Unique Identifiers: Ensure that the duplicated lead has unique identifiers (e.g., lead title) to avoid confusion with the original lead.
  • Review Information: Always review the pre-filled information to ensure accuracy and relevance to the new lead.
  • Avoid Duplicates: Be cautious of creating unnecessary duplicate leads that might clutter the CRM.

Troubleshooting and Support

  • Data Entry Issues: Double-check that all required fields are completed correctly when duplicating leads.
  • Technical Problems: 
  • Clear your browser cache or try a different browser if you experience technical difficulties. Contact the SalesTown support team at support@salestown.in.