Replicate existing pipeline Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 07:34:39 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.3 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Replicate existing pipeline Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Pipeline Cloning https://www.insuredmine.com/knowledge-base/pipeline-cloning/ Sat, 15 Jul 2023 09:39:01 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=14341 You can clone a pipeline with all the stages, automation, and lost reasons of the selected pipeline.   Note: This feature is only for admins.   To view the enhancement:   Navigate to the Pipelines Select the pipeline that you want to clone Click on 3 dots (action button) Click on clone pipeline /*! elementor […]

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You can clone a pipeline with all the stages, automation, and lost reasons of the selected pipeline.

 

Note: This feature is only for admins.

 

To view the enhancement:

 

  • Navigate to the Pipelines

  • Select the pipeline that you want to clone

  • Click on 3 dots (action button)

  • Click on clone pipeline

  • Confirm the action
  • Once done, you will get a success notification saying:
  • The clone pipeline with the same name will be created with all the stages, automation, and lost reasons in it.

The post Pipeline Cloning appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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