How to clone a workflow?

Modified on: Fri, 14 Feb, 2020 at 11:27 AM


Freshsales gives you the flexibility to clone workflows. You can make minor changes on top of the existing workflow conditions to create a new workflow that can be used privately or shared with the team.


To clone a workflow, follow these steps:


  1. Go to Admin Settings > Workflows.
  2. Click the button associated with workflow that you wish to clone. You will be presented with the options to
    Edit, Clone or Delete the workflow.

  3. ClickClone. This creates a clone of the workflow and opens a new workflow page where you can make changes on top of the existing workflow conditions. 




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How to clone a workflow?

Modified on: Fri, 14 Feb, 2020 at 11:27 AM


Freshsales gives you the flexibility to clone workflows. You can make minor changes on top of the existing workflow conditions to create a new workflow that can be used privately or shared with the team.


To clone a workflow, follow these steps:


  1. Go to Admin Settings > Workflows.
  2. Click the button associated with workflow that you wish to clone. You will be presented with the options to
    Edit, Clone or Delete the workflow.

  3. ClickClone. This creates a clone of the workflow and opens a new workflow page where you can make changes on top of the existing workflow conditions. 




Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial