Clone a Lead

Zaid Assadi

Updated 16 Sep 2026 | 04:43 PM

1. Feature Overview

The Lead Clone feature lets you copy selected lead fields into a new lead. This is useful when several leads share the same details, such as city, company, or lead source.

For example, if you’re adding multiple leads from the same organization, they’re likely to share details like company name and lead source. Instead of typing these details each time, clone an existing lead to pre-populate them, then enter the lead-specific details (name, email, phone number, and so on) and save the record as a new lead.

2. Prerequisites

• Enable the Use in Lead Clone setting for every lead field you want to clone. Fields without this setting aren’t copied to the new lead.

3. How It Works

Lead Clone copies field values from an existing lead into a new lead form, so you only fill in the details that differ.

• The administrator enables the Use in Lead Clone setting on the lead fields that should carry over. Only these fields are copied.
• When you clone a lead, the Clone Lead pane opens with those fields pre-populated from the source lead. All other fields are blank.
• You enter the remaining details, such as the lead’s name and contact information, and save the record.
• LeadSquared creates a new, independent lead. The source lead isn’t changed, and the two leads aren’t linked, so updating one has no effect on the other.

You can clone a lead from the Manage Leads page, Lead Details page, or the List Details page.

4. Clone a Lead from the Manage Leads Page

To clone a lead from the Manage Leads page –

1. Navigate to Lead Management>Leads.
2. Against the lead you want to clone, under the Actions column, hover your cursor over More options.
3. Click Clone.
4. On the Clone Lead pane, the fields for which Lead Clone is enabled are pre-populated with the cloned values.
5. Enter the remaining lead details.
6. Click Save & Close.
   • To save the form as a draft and continue working on it later, click the Save icon.

5. Clone a Lead from the Lead Details Page

To clone a lead from the Lead Details Page –

1. Navigate to Lead Management>Leads, then click the lead you want to clone.
2. On the lead vCard, click More.
3. Click Clone.
4. On the Clone Lead pane, the fields for which Lead Clone is enabled are pre-populated with the cloned values.
5. Enter the remaining lead details.
6. Click Save & Close.
   • To save the form as a draft and continue working on it later, click the Save icon.

6. Clone a Lead from the Lists Details Page

To clone a lead from the Manage Lists page –

1. Navigate to Lead Management>Lists.
2. Click the list that contains the lead you want to clone.
3. Against the lead you want to clone, under the Actions column, hover your cursor over More options.
4. Click Clone.
5. On the Clone Lead pane, the fields for which Lead Clone is enabled are pre-populated with the cloned values.
6. Enter the remaining lead details, then click Save & Close.
   • To save the form as a draft and continue working on it later, click the Save icon.

Any Questions?

Do you have questions or issues with the content in this article? Let us know in the comments section below. We’ll get back to you asap!