With this function, you no longer have to "Create new" every time, but can simply duplicate important or recurring leads, deals and tasks.

To copy a lead, open it via the lead board or via the connected contact.

Then click on the 3 dots next to the back button at the top right. The lead settings will open. You can duplicate, archive or delete the lead.

If the lead has been successfully duplicated, the name of the new lead (copy) is displayed.

You can edit the lead directly after it has been duplicated. As soon as you click next to the lead window on the left-hand side, your edit will be saved automatically.

To copy a deal, open it via the deal board or via the connected contact.

Then click on the 3 dots next to the back button at the top right. The deal settings will open. You can duplicate or delete the deal.

If the deal has been successfully duplicated, the name of the new deal will say (copy).

You can edit the deal directly after it has been duplicated. As soon as you click on the left-hand side next to the deal window, your edit will be saved automatically

To copy a task, open it via the Home view or via the connected contact.

Then click on the 3 dots next to the back button at the top right. The task settings will open. You can duplicate or delete the task.

If the task has been successfully duplicated, the name of the new task (copy) is displayed.

You can edit the task directly after it has been duplicated. As soon as you click next to the task window on the left-hand side, your edit will be saved automatically.