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
- Head to the Person Profile Page you want to duplicate.
- Look for the Actions button in the upper-right corner and click it.
- Select Clone from the dropdown menu.
- A new form will appear, already populated with the details from the original profile.
- Make any necessary edits or fill in missing info.
- 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 customercare@pipelinecrm.com.