Duplicating a pipeline item

Learn how to duplicate a pipeline item to copy it to the same, or a different, contact:

• Find the pipeline item, either by going to the contact directly or by going to the Pipeline report page and scrolling to find the appropriate pipeline item.
• Click on the individual pipeline badge.
• In the dialog that opens, select "Actions" in the upper right, and then choose “Duplicate.”
• Then, select the contact to which you’d like the duplicated pipeline item attached.
• Select “Duplicate [pipeline name]”.
• If necessary, adjust any relevant details in the pipeline dialog. Then choose “Create [pipeline name]” to save the duplicated pipeline item.
• Accidentally duplicated a pipeline item? Learn how to delete a pipeline item here.