Make A Clone Lead/Client

Introduction

The “Make a Clone” feature in REM allows you to duplicate a lead or client and assign it to a team member. Each cloned lead has separate access, enabling team members to manage it individually or collaboratively. To grant individual access, assign the lead to a specific team member. If you want multiple users to collaborate, assign the leads within a group.

How to Create a Clone Lead in REM App

Creating and assigning cloned leads is easier than ever! Follow these simple steps to quickly clone and assign leads:

• Tap on Clients from the bottom navigation bar.
• Press and hold to select a single or multiple leads/clients.
• Tap on Re-Assign and select Make a Clone from the dropdown.

• Select the relevant Category/Campaign.
• Assign the lead to a team member and set access permissions.
• Choose the appropriate status for the cloned lead/client.
• Tap on Confirm, and the cloned lead/client is created and assigned successfully

Make a Clone with REM Web Portal

The cloning process is also available on the REM Web Portal, ensuring flexibility across platforms for efficient lead management.

• Click on Leads from the side bar.
• Select a single or multiple leads/clients.
• Click on Re-Assign and select Make a Clone from the dropdown.

• Select the relevant Category/Campaign.
• Assign the lead to a team member and set access permissions.
• Choose the appropriate status for the cloned lead/client.
• Click on Confirm, and the cloned leads/clients is created and assigned successfully.

Clone Leads via Category/Campaign

You can also clone leads directly from a Lead Category or Campaign:

• Choose the desired Lead Category or Campaign from Lead Category/Campaign Listing.

• Select the specific leads you want to clone.

• Select the status for leads.

• Assign the cloned leads to a team member by clicking confirm.