Help -- Copying lead(s) from One Account to Another

 

Open Leads users who manage multiple accounts have the ability to move their leads from one account to another by way of the Copy feature. It should be noted that in order to copy leads from one account to another you must have administrator privileges on both accounts involved in the copying process.

First, navigate to your lead list and select the leads which you wish to copy from one account to another. You can accomplish this in several ways. To copy an entire view from one account to another select the appropriate view from the current view list. Once you are looking at the correct view, choose the "Copy" option from the drop down menu located above the type column. From the lead copy screen choose which account you wish to copy the selected leads into and click the orange "Copy" button to complete the process.

If you wish to copy several leads from one account to another you may click the corresponding checkboxes located on the far right of the lead list. Keep in mind that using this method you may only copy up to 20 leads at one time. Once you have clicked on the appropriate leads, choose the "Copy" option from the drop down menu located above the type column. From here you will follow the same process detailed above to complete the copying of leads.

If you wish to copy a single lead from one account to another click on the lead detail of the lead that you wish to copy. At the top of the screen select the link named "Copy". From within the lead copy screen you will follow the same procedure detailed before.

Keep in mind that not all components of the lead will be copied from one account to another. For a list of the information that will and will not be copied please consult the lead copy screen.

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