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How to copy contact to another account?

Copy Contact

Copy Contact enables copying contact to another account.

Select an Account

The contact will be copied to the selected account. Only the accounts that the logged in user has access to will be listed here.

Copy Tags

If enabled, contact tags will be copied to the selected account.

Copy Custom Fields

If enabled, contact custom fields will be copied to the selected account. The custom field value will be copied only if that field exist in the selected account.

Updated on January 20, 2025
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