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Copying A Lead


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:

  1. Navigate to: Sales > Leads
  2. Select the Lead to be copied.
  3. Press the Copy button
  4. Select the relevant venue, sales person, and stage of the lead and click save.
  5. The lead has now been copied accordingly. 

 

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