How to clone a contact in OnePageCRM
To clone a contact in OnePageCRM it must first be associated with an organization. The cloned contact will inherit the contact details of the contact you have selected to clone. However, the last name, first name, and email fields will be blank for you to complete with the new contact details.
How to clone a contact in OnePageCRM
Once the details have been updated as required, hit Save.
Notes:
- You can only clone one contact at a time.
- In order to clone a contact, it must have an organization name.
- You can edit the inherited details if needed.