How to duplicate a contact

Sometimes duplicating a contact can be useful and faster to create a new contact using the data of an existing contact. Follow these steps to do it!

1. In the Contacts section click on the contact you want to duplicate

2. In the contact file click on the Wheel button to display the Actions menu

3. Click on

4. Select the option Duplicate

5. A new contact file will pop up. Just change the details you need to change

6. Click on Save

7. The CRM will warn you if there are similar existing contacts to avoid duplicates. If your new client is not in list, just Click on OK, it’s not in the list – Create it