FAQs in this section
Who is a Contact? Can my contact be an organization? Can I add a contact with only a few details and add more details later? What happens to contacts and deals when I delete their related organization? How can I assign a contact to a rep? How do I identify if a contact is a lead or a customer? What does a contact's Lifecycle Stage field indicate? What is contact hierarchy? What are the different ways to create a contact? 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? How do I create a contact? How can I add hundreds of contacts at once? Can I create a contact using Quick Create? How do I convert a contact into a customer? How do I set up contact hierarchy? Where do I view contact hierarchy? 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? Can I export my contacts to an external source? How can I change a contact back to a lead? How can I see the number of deals related to a contact?
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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