How to copy leads automatically
Automatic creation of a copy is set up from the digital pipeline. For example
, you can do this every time a lead is successfully closed and the client needs to be offered a repetitive sale after some time.
- Go to the settings of the desired pipeline.
- Add a new trigger of the Leads Copier widget at the desired stage.
- Select the template.
- Save the trigger and digital pipeline settings.
Now when a lead reaches this stage, a new lead will be created according to the template settings.