How to Duplicate a List

Duplicating a list in your CRM helps streamline your workflow by allowing you to reuse existing data structures without starting from scratch. Follow these easy steps to clone any existing list.

👣 Step-by-Step: Duplicate a List

🔹 Step 1: Navigate to CRM

Go to the side menu and click on the “CRM” option.

Step 1

🔹 Step 2: Access Lists

Click on the “Lists” button within the CRM area.

Step 2

🔹 Step 3: Open Lists Area

The Lists panel will display all your existing lists.

Step 3

🔹 Step 4: Click the Duplicate Icon

Find the list you want to copy and click on the Duplicate icon next to it.

Step 4

🔹 Step 5: Name the New List

A dialog box will appear. Enter a new name for the duplicated list and click “Duplicate” to confirm.

Step 5

✅ Step 6: Success

Your list will be successfully duplicated and ready for use.

Step 6

💡 Tip:

Duplicating lists is great for testing variations or segmenting contact groups quickly without affecting the original.