Overview
You can easily duplicate any existing workflow in your CRM to create a copy that you can modify as needed. This saves time when creating similar workflows.
Before You Begin
Make sure you have access to the CRM Settings in your account.
Steps
Navigate to Settings in your account
Click on CRM Settings
Select Automations
Click on Workflows
Find the workflow you want to duplicate in the list
Click the duplicate button on the left side of the workflow
Expected Result
A copy of the selected workflow will be created. You can then modify the duplicated workflow as needed without affecting the original.
Related Resources
For more information about creating and managing workflows, contact our support team