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Copy leads to another account within an organisation

Ben Hare avatar
Written by Ben Hare
Updated over 2 weeks ago

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 your organisation directly from the Lead Details page. This is useful when a student is transferring between schools or applying to multiple campuses.

How to Copy a Lead

  1. Go to the Lead Details page of the student you want to copy.

  2. Click the three-dot menu (⋮) and select “Copy lead to…”

  3. In the prompt, you’ll be asked to:

    • Select the destination account (the school or campus you want to copy the lead to)

    • Choose the destination pipeline state (where the lead should appear in the new account’s pipeline)

    • Confirm that the parent has been informed about transferring their information to another school

Once confirmed, the lead will be copied to the selected account.


What Gets Copied

When a lead is copied, the following data is transferred:

Basic Information

  • Core fields such as first name, last name, date of birth, and entry year

Files

  • All documents in the “Files” section are copied over

Enrolment Forms

  • These are copied as form submissions and are available for download in the Activity Timeline

Org Custom Property Data

  • Any organisation-specific custom property data is transferred to the destination account


What Doesn’t Get Copied

Account-Level Custom Properties

  • These are not copied, as they may not exist in the destination account

  • However, if they were part of an enrolment form, they will appear on the submission PDF


Tracking Copied Leads

You can track leads that have been copied from another account using the Advanced Filter on the Leads table:

  • Go to Lead Sources > Funnel > Copied from > [destination account]


Managing Copy Permissions

Schools can control which accounts are allowed to copy leads to and from each other:

  1. Go to Settings > Org Settings

  2. A user with Manage Organisation Accounts permission can:

    • Enable Lead Display Settings

    • Configure which schools are allowed to share leads

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