More Tutorials From the Community
https://www.youtube.com/watch?v=Rpbas9scJCc&feature=youtu.be
Now you can easily copy a workflow from one sub-account to another without going through the full “Snapshot” process. Only Agency Admin will be able to Copy Workflow.
Copy to Sub-Account #
Select Sub-Account #
- Only the sub-accounts that the logged in user has access to will be listed here
- On submit, the workflow will be copied to the selected sub-account
- The workflow copied to other sub-account will be in draft state by default
Copy Workflow History #
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- The history of workflows copied to another sub-account are listed with current status for each log
Copy Workflow History Details
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- If any error while copying, you can debug by clicking on that particular history to view detailed info
What happens to the assets while copying workflow? #
The following assets in the workflow will be copied while copying a workflow to another sub-account:
- Contact Tags
- Contact Custom Fields (The field type should be same)
- Sub-Account Custom Values
- Opportunity Custom Fields
- Opportunity Pipelines & stages
- Email/SMS – text templates
- Email builder templates (coming soon)
Note: All the other assets or references will be cleared/removed from the workflow before copying to the selected sub-account.
