Master the Art of Copy Workflow in Sub Accounts: A Step-by-Step Guide


When it comes to managing multiple sub accounts, efficiency and consistency are key. That is why we are excited to introduce our new workflow feature that allows us to easily copy workflows from one sub account to another. This feature is a game-changer for businesses looking to streamline their processes and maintain uniformity across different accounts. In this step-by-step guide, we will walk you through the process of copying workflows in sub accounts, highlighting the benefits and functionalities that come with it.

Step 1: Access the Workflow Settings

To start copying workflows, we need to access the workflow settings in the desired sub account. Simply navigate to the “Settings” tab and select “Workflows.” This will open up a new window where we can view, create, edit, and copy workflows.

Step 2: Select the Workflow to Be Copied

In the workflow settings window, we will find a list of existing workflows. Locate the workflow you want to copy and click on it to select it. This will highlight the workflow and reveal additional options.

Step 3: Choose the Destination Sub Account

After selecting the workflow, we need to choose the destination sub account where we want to replicate it. Click on the “Copy to Sub Account” button and a dropdown menu will appear, displaying all available sub accounts. Select the desired destination and proceed to the next step.

Step 4: Review and Customize Workflow Details

At this stage, we have successfully copied the workflow to the destination sub account. The copied workflow will carry over all tags, custom fields, custom values, opportunities, pipelines, and stages, as well as email and SMS text templates. It is important to review these details and make any necessary customizations to ensure they align with the specific requirements of the destination sub account.

Step 5: Save and Activate the Copied Workflow

Once we are satisfied with the workflow details, we can save and activate the copied workflow. This will make it fully functional and ready to be implemented in the destination sub account. It is essential to test the workflow thoroughly before deploying it to ensure seamless automation and maximize its efficiency.

By following these simple steps, we can master the art of copying workflows in sub accounts. This new feature empowers us to replicate workflows effortlessly and maintain consistency across all our accounts. It saves time, reduces manual effort, and ensures a smooth workflow management experience.

So, why wait? Start exploring our workflow feature today and witness the power of seamless sub account management. Happy copying!