How to clone contacts?
Cloning a contact opens an overlay with the contact’s data pre-filled in all the contact fields. You can edit some of the values in the fields and save the cloned contact as a new contact. This saves time compared to manually entering data when contacts share similar information such as a common workplace, identical last names, etc.
To clone a contact,
- Click a contact to visit the contact’s details page and click the three dots icon on the top.
- Choose the Clone option.
- In the Clone contact overlay, edit the desired fields.
- Click Save.
Note: Unique fields must be different in both the records.
You will land on the cloned contact’s landing page. You can edit other fields related to the cloned contact.
Freshsales Guide
Accelerate your revenue with context-driven sales. Personalize engagement, shorten your sales cycle, and grow your business with Freshsales.
Contact And Account management
Create and manage Contacts and Accounts and understand how to track the entire lifecycle of your contact
Deal Pipeline Management
Create multiple sales pipelines to replicate your business process. Create, track and manage deals with tasks, appointments and more.
Contact Scoring
Configure positive and negative signals that train Freddy to identify sales-ready contacts from your CRM
Organization Settings
Configuring secure access to your web application with SSO, and customize the CRM to suit your brand theme.
Custom Modules
Create new modules with unique icons and customized fields to capture additional information specific to your business process.
Sales Emails
Configure and manage email functionality suited for sales reps. Create templates, set email limits and more.
Sales sequences
Create and run sales sequences that are triggered based on field conditions and actions performed by contacts.
Phone Settings
Customize your phone number, assign numbers to your team, create call queues and more.
Chat Settings
Configure a chat widget to engage with website visitors and assign agents to handle inquiries and grievances.
Marketplace Apps
Integrate with popular business apps such as Quickbooks, Xero and simplify your business tasks.
User or Agent Settings
Configure the CRM as a user and personalize it to match your language, email, timezone, email signature and notification preferences.
Configure, Price, Quote
Build company-branded documents using a built -in template editor to send accurate quotes to contacts.
Record Management
Learn to manage, sort, bulk assign, delete, and forget records in the web application.
Automation Software
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