Workflow - Copy contact

Modified on Tue, 28 Jan at 11:23 AM


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.


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