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Pipeline Cloning

August 3, 2023

Clone Pipeline, Replicate existing pipeline

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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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.

Would you recommend this article?

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