Seamlessly Duplicating Workflows Between Subaccounts

Workflows are essential for automating repetitive tasks, which not only saves time but also reduces the likelihood of errors. These workflows can vary from straightforward tasks like sending follow-up emails to more intricate processes involving multiple triggers and actions.

Comprehensive Guide to Duplicating Workflows

Duplicating workflows across different subaccounts can greatly improve efficiency, particularly for organizations managing various segments or departments. Here's how to accomplish this:

Access the Workflow: Begin by navigating to the workflows section within your CRM platform.

Choose the Workflow to Duplicate: Identify the specific workflow you intend to replicate in another subaccount.

Duplicate to Subaccount: Look for an option such as "Duplicate to a subaccount" or a similar label. This feature enables you to copy the selected workflow to another subaccount of your choice.

Select the Target Subaccount: After selecting the duplication option, a list of available subaccounts will be displayed. Choose the subaccount where you want the workflow to be duplicated. For instance, if you're copying a workflow tailored for real estate operations, select the relevant subaccount.

Complete and Confirm: Once you've chosen the target subaccount, submit your selection. The system may take a moment to process the duplication. Once the process is complete, you will receive a confirmation.

Verify the Duplicated Workflow: To confirm the workflow has been successfully duplicated, navigate to the selected subaccount. Access the automation section to find the newly duplicated workflow, which should mirror the original and be ready for use or further customization.

Practical Applications

Duplicating workflows between subaccounts is useful for several reasons:

• Expanding Operations: Efficiently implement successful workflows across new departments or market segments within your organization.

• Consistency Across the Board: Maintain a uniform customer experience across different areas of your business.

• Streamlined Management: Save time and effort by duplicating complex workflows rather than creating them from scratch in each subaccount.

Troubleshooting and Common Issues and Solutions

• What if the duplicated workflow isn't visible in the target subaccount? Double-check that you've selected the correct subaccount and that the process was completed. If problems continue, reaching out to CRM support may be necessary.

• Can the duplicated workflow be edited afterward? Yes, once duplicated, workflows can be modified to meet the specific needs of the subaccount in which they've been placed.