Go to your Pipeline

Pipeline CRM Help Center

Search for any help questions or topics.

Clone People

Maria Herrell
Updated 11 months ago

If you want to create a person profile for a new contact that has many of the same details as a current contact, it may be useful to clone the record.

To clone a person in Pipeline from the Person profile page, select Actions > Clone. This will open up an Add Person form that will copy details from the person profile including the company, status, website, and other pertinent data to create a new person profile 

NOTE: The only fields that will NOT be cloned are the person's name, title, phone number, and email address.


Did this answer your question?
😞 😐 😃