How can I copy information from the Lead Management Page?

Modified on Fri, Jan 2 at 12:58 PM

Subject

Applies to: All users
Purpose: Explain how users can quickly copy individual field values directly from the Lead Management Page for use outside of Ricochet.
Location in Ricochet: Lead Management

Description

This article explains how to copy information from fields on the Lead Management Page using the built-in right-click copy functionality, including confirmation that the data has been successfully copied to the clipboard.

Resolution

To copy information from a field on the Lead Management Page, hover over the field with your mouse and right click the field.  You'll see a notification slide out at the bottom indicating that the data has been copied to the clipboard.