Can I duplicate an entry in the Directory?

You can duplicate any customer record saved in your Directory:

1.     Select Sales → Customer Directory.

2.     Find the customer you would like to duplicate and tap the three-dot-menu to the right.

3.     Select Duplicate from the drop-down menu.

4.     The editor will open with pre-populated values from the customer record you duplicated.

5.     Make any changes to the duplicated customer record and click Save.