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Clone People

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Maria Herrell
Updated 5 days ago
Do you need to create a new contact with similar details to an existing one? Our Clone feature helps you save time and reduce manual entry by duplicating key information from a current profile. This is perfect for adding team members from the same company or contacts who share similar attributes.


How to Clone a Person in Pipeline CRM

  1. Head to the Person Profile Page you want to duplicate.
  2. Look for the Actions button in the upper-right corner and click it.
  3. Select Clone from the dropdown menu.
  4. A new form will appear, already populated with the details from the original profile.
  5. Make any necessary edits or fill in missing info.
  6. Hit Save, and voilà!

What Gets Cloned?

  • Company
  • Status
  • Website
  • Other pertinent data
The following fields are not cloned and must be entered manually:
  • Name
  • Title
  • Phone Number
  • Email Address
If you have any questions or run into any trouble, reach out to our support team at [email protected]. 
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