Duplicate Pipeline

I have created a “100 list” pipeline that I would like to have the option to easily duplicate so I can add a fresh 100 prospects every month without manually recreating. I would actually like to rename the duplicates by month so if I want to move someone forward to follow up in three months, for example, I just move them forward to the appropriate month.

Upvoters
Status

In Review

Board
💡

Feature Request

Date

8 days ago

Author

Kendra

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