Applicable plans
Sprout Blossom Garden EstateForest


Cloning a contact, opens an overlay with the contact’s data pre-filled in all the contact fields. You can edit some of the values in the fields and save the cloned contact as a new contact. This saves you from manually entering data when contacts share similar information such as common workplace, identical last names etc. You can also delete contacts in a jiffy either in bulk or individually. 


To clone a contact,

  1. Click a contact to visit the contact’s details page and select the More icon.
  2. Choose the Clone option.
  3. In the Clone contact overlay, edit the desired fields.
  4. Hit Save when you’re done.

The contact is added as a new lead and can be found in the Contacts list view page.



To delete a contact,

  1. Click a contact to visit the contact’s details page and select the More icon.
  2. Choose the Delete option.
  3. In the dialog box that appears, click Yes to confirm.


You can also Clone and Delete contacts from the contacts list view page by clicking the More icon beside the field Last Contacted