A salesperson needs to make an exact duplicate of a couple of his accounts. They have the same contact/address/billing status but have multiple company names and it would be much easier to duplicate the record and make the changes than start from scratch each time. Anyone know the best way to do this?
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Creating duplicates of accounts
- Thread starter Acoustech
- Start date
In the New Contact window check 'Duplicate'
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Chad Smith
michad76@gmail.com
Check out the GoldMine Blog at
MCP - Microsoft SQL Server
Crystal Reports Certified Professional
GoldMine Certified Professional
Microsoft CRM Certified Professional
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Chad Smith
michad76@gmail.com
Check out the GoldMine Blog at
MCP - Microsoft SQL Server
Crystal Reports Certified Professional
GoldMine Certified Professional
Microsoft CRM Certified Professional
- Status
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