ℹ️ Who can use this feature?
Users with Manage organisation accounts permissions can enable the feature on the accounts page
You'll need to have the Copy leads feature enabled on your account
You can copy leads to another account within an organisation from the lead details page. From the three-dot menu, you can select Copy lead to... and you'll be prompted with a screen to:
Select the destination account you'd like the lead copied to
Select the destination pipeline state you'd like the lead to appear in
Confirm that you've informed the parent that you're bringing their information over to another school.
Once you Copy lead, the lead will appear as a copy in the destination account and all the basic information like first / last name and entry year will be brought across to the lead profile. Any additional information captured on your application forms will be brought across as a form submission.
From the Advanced Filter on the Leads table, you can also filter for leads that have been copied from another account via Lead sources > Funnel > Copied from > destination account.
From the settings area, the school can dictate which schools can be copied to and from. This is done via Settings > Org settings.
To enable this feature, a user with Manage organisation accounts will need to access the Settings > Org settings where they can choose to enable Lead display settings.
