InsuredMine | Optimize and Grow Your Insurance Agency

Pipeline Cloning

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.

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