Siebel Public Sector Guide > Managing Investigative Cases > Process of Managing Lead Information >

Copying Leads

You can copy a lead record to create a new record that contains the original record's attachments and information like associated contacts, accounts, and assets. Not all records are copied to the new record. Activities, activity plans, approval records, and sublead records are not copied to the new lead record.

This task is a step in Process of Managing Lead Information.

To copy a lead record

1. Navigate to the Leads screen, then the Lead List view.
2. Select a lead, and scroll down to the Leads form.
3. Select Copy Record in the menu.

   A duplicate record is created with the same Lead Name and Case Name values.

4. In the Lead Name field, enter a new name to more easily distinguish the lead from the original record.
5. Save the record.

   The serial number for the new lead record is generated. The case determines this serial number.