All Announcements

Duplicate Existing Leads in One Click

Improvement

When the same client has a new requirement, project, or enquiry, you can now duplicate the existing lead instead of entering the same details again.

Go to the lead you want to duplicate → click More → select Duplicate Lead → update the details → save.

screenshot-www-refrens-com-2026-07-22-14-29-30

The Duplicate Lead option copies key information such as contact details, client, pipeline, stage, labels, assignee, budget, follow-up date, and custom fields. You can edit these copied details before saving them as a new lead.

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