Clone a Contact
Within the Admin portal, you have the option to clone a contact. When you perform this action, Client360 creates a new contact with the same permissions as the one you cloned.
Perform the following steps to clone a contact.
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Select Actions (
) on the card for the contact you want to clone. -
Select Clone Contact.
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Complete the General Information tab.
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Select Continue.
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Set the notification and product preferences for the new contact.
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Select Submit.
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