In some cases, you may have a lead which you wish to copy between venues, or do a secondary quote for another room or package. It is possible to copy a lead, and then treat each of the leads for the same person separately.
To copy a lead:
- Navigate to: Sales > Leads
- Select the Lead to be copied.
- Press the Copy button
- Select the relevant venue, sales person, and stage of the lead and click save.
- The lead has now been copied accordingly.
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