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Duplicate a Contact Person

Duplicate an existing contact in Customer Hub to save time when adding similar details.

Kolleno Support avatar
Written by Kolleno Support
Updated over 2 weeks ago

You can quickly duplicate an existing contact person for a customer instead of creating one from scratch.

Steps:

  1. Go to the relevant Customer Hub.

  2. Navigate to Configuration > Customer Contacts.

  3. Click the ellipsis ("...") next to the contact you want to copy.

  4. Select Duplicate contact.

  5. Make any necessary changes to the duplicated details.

  6. Click Add contact to save.

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