Transferring entities between lists
Have entries in one list and want to add them to another list as well? Here's how you can do so:
- Check the boxes next to the entries you want to select.
- Click Copy to another list.
- Type in the name of the list you'd like to add these entries into.
Note: You can add people entries from one people-type list to another people-type list (same goes for organization entries). However, you currently will not be able to add opportunity entries to other opportunity-type lists.