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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