Feature Overview:
The "Clone" feature allows you to easily duplicate existing records and transfer data from the old record to the new one.
Who can benefit from using it?
This feature is useful to everyone, regardless of industry or role who needs to duplicate existing records in our system.
Advantages of the feature:
By using the clone feature, you can quickly 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.
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.
Future Development Plans:
Our "Clone" feature is flexible and can handle sub-records, but the user interface may look outdated. We plan to update the user interface to match the modern look of the rest of our product.
More sources on this Feature: