Copying a prospect

You can copy an existing prospect record to a new prospect. This is useful when you have similar prospect records, but must change the personal information.

  1. Select Sales > Setup > Prospect.
  2. Select the prospect to copy.
  3. Click Copy.
  4. Specify a prospect number, or leave the 0 to automatically assign the next available number to the prospect.
  5. Specify the name of the prospect.
  6. Click OK.
  7. Change the information as required for the new prospect.
  8. Click Save.
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