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.