Copy Lead Intelligence Rules to Another Profile

Copying Lead Intelligence rules to another profile lets you replicate automation logic you've already built without starting from scratch. This saves time when you need the same rules across multiple profiles and ensures consistency in how leads are qualified, scored, or updated.

Copy Lead Intelligence Rules to Another Profile

To copy existing Lead Intelligence rules from your current profile to a different profile:

1. Access the Profiles settings of the profile that contains the rules.
2. Click "Lead Intelligence" from the menu.
3. Open the "Manage Rules" dropdown.
4. Select "Copy rules to another profile".
5. In the Copy rules to another profile modal, you'll see three sections to complete.

Step 1: Choose the Destination

To choose the destination:

1. Select the "Master Account" where you want to copy the rules.
2. Select the "Account" within that Master Account.
3. Select the "Profile" where you want the rules to appear.

Step 2: Select Rules to Copy

To choose the rules to copy:

1. Review the list of all Lead Intelligence rules in your current profile.
2. Check the boxes next to the rules you want to copy.
3. You can select one rule or multiple rules at once.

Step 3: Enter Details

Once you have selected the rule(s) to copy:

1. Choose when to activate the copied rule(s):
   • "Yes, activate immediately after copying": Rules will run as soon as they're copied.
   • "No, activation will be done manually": Rules will be copied but remain inactive until you enable them.
2. Choose when the copied rules should apply:
   • "Use each rule's current setting": Maintains the original timing for each rule.
   • "When new lead is created or existing lead is updated": Applies this timing to all copied rules.
   • "When new lead is created": Only triggers for new leads.
   • "When existing lead is updated": Only triggers for updated leads.
3. Click "Copy Rules" to complete the process.

What Happens When You Copy Rules

When you copy Lead Intelligence rules to another profile:

• Each rule becomes independent: Copied rules don't affect the original rules in the source profile.
• Conditions and actions transfer: All rule logic, including conditions (triggers) and actions (what happens), is copied exactly.
• Custom fields must exist: If a rule uses Custom Fields, those fields must already exist in the destination profile.
• Rule names remain the same: Copied rules keep their original names, making them easy to identify.

Related Topics

• What is Lead Intelligence?
• Build a Lead Intelligence Rule From Scratch
• Import Lead Intelligence Rules From a Template
• Import Existing Lead Intelligence Rules From a Different Profile
• Add a Group of Intelligence Rules