PipelineDeals Help Center
If you want to create a person profile for a new contact that has many of the same details as a current contact, it may be useful to use PipelineDeals' cloning feature. The cloning feature will copy details from a person profile to an Add Person form in PipelineDeals. Copied details will include a person's work address, company name, company website, status and other pertinent data. The only data that will NOT be cloned is the cloned person's name, title, phone number and email address.
To clone a person in PipelineDeals from the Person profile page, select Actions > Clone. This will open up an Add Person form to create a new person profile in PipelineDeals.