How do I "Clone" a record

Find Similar: Sometimes it’s easier to start with your best customers to find your best prospects (or new customers). Genie 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 “Find Similar” icon in the top panel.  

Once you click “Find Similar”, you’ll see a pop-up with the details of that particular business / household.  Clicking “Continue” will put Genie to work looking for other consumers or businesses that share the same characteristics.


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