Cloning Tool: Sometimes it’s easier to start with your best customers to find your best prospects (or new customers). Salesgenie easily allows you to “Clone” any business or consumer to find other “look-alike” records with similar characteristics.
To clone a business or household, you’ll first need to search for a specific record. Once you find the correct business or household, click on the business’s name or the consumer’s first/last name.
This will take you to the record’s detail page. From the detail page, click on the “Clone” button in the top right menu.
Once you click “Clone”, you’ll see a pop-up with the details of that particular business / household. Clicking “Continue” will put Salesgenie to work looking for other consumers or businesses that share the same characteristics.
Our award-winning customer care team is here for you. Call 877.708.3844 orContact Support