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The "Clone" feature allows you to easily duplicate existing records and transfer data from the old record to the new one. This feature is an excellent time-saver, allowing easy copying of fields and data from one record into another just with a few clicks.
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Who can benefit from using it?In ADvendio you can also create a Generic Clone Button for any Object and this function will allow you to duplicate information of the ADvendio Object record. You can check the setup and creation process in more detail: 8.2.1 Create a Generic Clone Button for any Object
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Feature’s Target Group:
This feature is useful to everyone, regardless of industry or role who needs to duplicate existing records in our system.
Advantages of the feature:How the customer benefits from using it?
By using the clone feature, you can quickly operatively and easily replicate campaigns, accounts, and other records, without having to manually enter data. The more fields and records that need to be copied, the more time you can save.
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Effective use of the Clone feature:
For example “Clone” can be highly useful for the Sales representative who may need to create a new digital campaign each month with the same account, targeting, and discounts as a previous campaign. With the "Clone" feature, all of this data can be copied into a new campaign with just one button click, allowing the sales representative to focus on adjusting only the necessary details, like the dates.
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More sources on this Feature:
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8.2.1 Create a Generic Clone Button for any Object
Contact us:
If you are looking for more demos or information on this feature, please reach out to us and we will be able to help.