Copy Contact

Additional Tutorial Videos:

https://www.youtube.com/watch?v=deI0HZ2HcAQ

https://www.youtube.com/watch?v=nqCFyLRiols

https://www.youtube.com/watch?v=wZ85Ej6VnKc

Copy Contact enables copying contact to another account.

- Agencies on Any Plan  ($97, $970, $297, $2970, $497, $4970) can access LC Premium Triggers & Actions.

- Once Premium Actions & Triggers are enabled via the Agency settings, EXISTING and New Sub-Accounts will have 100 free executions.
 
- For agencies to avoid accruing execution costs for EXISTING Sub-Accounts, rebilling will need to be enabled manually for each Sub-Account within the Agency view (more info). 

- If premium actions are enabled on the SaaS Configurator, new Sub-Accounts generated will automatically be enrolled in LC Premium Actions & Triggers, no further action is required by the agency.

Select an Account

The contact will be copied to the selected account. Only the accounts that the logged in user has access to will be listed here.

Copy Tags

If enabled, contact tags will be copied to the selected account.

Copy Custom Fields

If enabled, contact custom fields will be copied to the selected account. The custom field value will be copied only if that field exist in the selected account.