As an administrator, you can copy workflows, statuses and actions which helps speed up construction.
Note: When copying a Workflow, make sure you go through and update any Actions which move a lead to a new status or Workflow. This is especially true when copying to a new Record Type.
Copy a Workflow
- Select the Copy function on the right-hand side of the screen.
- Enter a Name and if you want to also copy the Statuses, Actions and if you want to copy to a new Record Type.
Copy Status and Actions
- To copy Actions from one Status to another, select all the appropriate actions and select Status Options > Copy Actions. A modal will display which allows you to choose which statuses within the same workflow, to copy the actions to.
- To copy a Status, you can also copy all of the Actions within that status. Just like copying actions, select all the appropriate actions and instead select Status Options > Copy Status. You will be able to name your new Status and all actions are then copied over.
Note: Take into consideration any actions which move a lead from one status to another status. Make sure you double check your Change Status or Workflow operation.
Copy a Status or Action