In this video, learn how to duplicate an existing contact when there are others working at the same account for whom you would also like to keep track.
- [Instructor] One thing that can happen … when working with accounts here in Zoho … is you'll be dealing with more than one contact. … If that's the case, … you can quickly create additional contacts … for the same account name by cloning existing contacts … and then changing information in the cloned version. … That's what we're going to do in this movie, … so you should be looking at contacts. … And if you have one already converted, … all you have to do is go into that … by clicking the contact name. … Now you'll notice that we can access all of the fields … for this contact, make changes if we want to, … or if we want to clone this, … go up to the ellipses button here in the top right. … Give it a click, and you'll see right at the top, Clone. … Clicking this creates an exact duplicate … of the existing contact. … So you're still the contact owner, … but now it's time to go in here … and start changing things like the name, for example. … It's not going to be Karen Leslie. … Let's say it's going to be Clarence, Mr. …
Author
Released
6/12/2019- What is a CRM?
- What Zoho CRM has to offer
- Adding new lead records
- Viewing, filtering, and editing leads
- Working with contacts and accounts
- Creating a deal for a contract
- Running and managing reports
Skill Level Beginner
Duration
Views
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Introduction
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What you need to know1m 10s
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1. Get Started with Zoho CRM
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What is a CRM?1m 43s
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What Zoho CRM has to offer3m 38s
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Launch the free Zoho CRM3m 23s
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Update your profile3m 12s
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2. Work with Leads
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Add new lead records4m 34s
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Edit lead records2m 27s
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Add notes to a lead2m 13s
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Add an attachment to a lead2m 58s
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Add and edit activities5m 32s
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3. Work with Contacts and Accounts
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Duplicate a contact2m 11s
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Delete a record2m 55s
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4. Work with Deals and Reports
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Create a deal for a contact6m 18s
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Search and locate records3m 29s
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Run a report3m 11s
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Manage reports2m 37s
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Conclusion
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Next steps59s
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Video: Duplicate a contact