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:
- Go to Admin Settings > Workflows.
- 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.
- 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.