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Duplicate a Record(s)

How to use the duplicate feature to create copies of one or more records

When creating new records that share certain data points, it may be more time efficient to copy existing records to use as a framework to build upon rather than start from scratch. This approach allows for quick one-off changes to be applied to the copied records while ensuring consistency and preventing the exclusion of important information.

To duplicate rows, you must have Admin or Write permissions.

  1. Select the record(s) you wish to duplicate by marking the checkbox to the left of the row

  2. Click the ellipses in the top ribbon for More options

  3. Click Duplicate selected records

    Screenshot 2024-06-11 at 1.59.36 PM
  4. Confirm by clicking OK

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The duplicated records will appear at the beginning of the table.

Please Note: Although the duplicate feature is a helpful tool, be sure to update copied records accordingly to avoid having identical records in your table.

We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.

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