FAQs in this section
How can I see the number of deals related to a contact? Can I export my Contacts to an external source? How can I change a Contact back to a Lead? How do I import Contacts from a .csv file? If a Contact moved to another Organization (Company), how should we deal with it? Where do I set the customer support period for a Contact? How do I create a Contact? Can I create a Contact using Quick Create? How do I convert a Contact into a customer? How can I add hundreds of Contacts at once? How do I set up a Contact Hierarchy? Where do I view the Contact Hierarchy? How do I transfer a Deal and its Contacts to a different Sales rep? I want to export only a few Contacts. How can I do that? How do I delete many Contacts at once? What are the different ways to create a Contact? What does a Contact's Lifecycle Stage field indicate? What is Contact Hierarchy? How do I identify if a Contact is a Lead or a customer? Who is a Contact? How can I assign a Contact to a rep? Can my Contact be an Organization? What happens to Contacts and Deals when I delete their related Organization? Can I add a Contact with only a few details and add more details later?
Can I duplicate a Contact record?
Table of Contents
Yes, you can. Follow these steps to duplicate a record:
- Click the Main Menu.
- Click Essentials.
- Click Contacts.
- Select the required contact record.
- Click the More icon.
- Click Duplicate.
- Change information if required.
- Click Save. The duplicate record opens in a new tab.
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