A returning client places a repeat order — and the manager creates a new deal from scratch, re-entering all the data. LeadCopy clones the deal with one click: all fields and associations with the contact and company are carried over automatically, and you choose which pipeline to place the new deal in.
What it does
- Clone a deal with one click directly from the card
- All deal fields are carried over — nothing needs to be re-entered
- Associations are preserved: contact and company remain linked
- Choose the pipeline and stage for the new deal
- Configurable field selection — copy everything or just what you need
- Notes and tasks — optionally included in the copy
How we set it up
We install the widget in your Kommo account and tune it to your processes. Nothing to install on your computer - it all runs inside Kommo in the browser.
Need this widget?
Message us - we will tell you whether it fits your process and install it in your account.