Optimize your lead management process in Kommo with the Companova Copying Leads widget. This tool simplifies copying information right from the lead card, allowing you to configure the fields, tags, and history to be copied.
How does the widget work?
Go to the lead, click on the button with three dots, and select the option 'Copy Lead.'
Specify the title of the new lead and, if necessary, the copying parameters. Then click the 'Create a copy' button.
Parameters:
Pipeline and status of the new lead: specify the pipeline and status of the pipeline on which the new lead will be created.
Responsible in the new lead: by default, the responsible from the current lead is selected; you can change it if necessary.
Change the responsible in the contact: if you select this option, the responsible in the contacts linked to the lead will change.
Change the responsible in the company: if you select this option, the responsible in the company linked to the lead will change.
Tags in the new lead: choose tags for the new lead.
Copy fields to the new lead: specify the lead fields from which the current values will be copied to the new lead.
Copy history to the new lead: it is possible to copy open and closed tasks, notes, SMS, attach current contacts, and company to the new lead.
Add a note to the new lead: you can add a text note to the new lead.
Preserve the creation date of the lead: the new lead being created will have the same creation date as the current copied lead."
Afterwards, a window will appear with a message about the successful creation of a new lead, indicating the name of the new lead and a button. To navigate to the newly created lead, click the 'Go to the new lead' button.
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