Efficiently Copying Workflows Across Subaccounts

Workflows automate repetitive tasks, thereby saving time and reducing the margin for error. They can range from simple follow-up emails to complex sequences involving multiple triggers and actions.

Step-by-Step Guide to Copying Workflows

Copying workflows across subaccounts can significantly enhance operational efficiency, especially for businesses managing multiple segments or departments. Here's how to do it:

Locate the Workflow: Navigate to the workflows section within your CRM dashboard. Identify the workflow you wish to replicate across subaccounts.

Copy to Subaccount: Look for an option labeled "Copy to a subaccount" or similar. This function allows you to duplicate the selected workflow into another subaccount of your choosing.

Select Destination Subaccount: Upon clicking the copy option, a list of available subaccounts will appear. Select the subaccount where you wish to replicate the workflow. For instance, if you're copying a workflow designed for real estate operations, choose the subaccount labeled accordingly.

Submission and Confirmation: After selecting the destination subaccount, submit your choice. A brief waiting period may follow as the system processes your request. Once completed, you'll receive a confirmation.

Verify the Copied Workflow: To ensure the workflow has been successfully copied, navigate to the chosen subaccount. Access the automation section to find the replicated workflow. It should appear identical to the original, ready for further customization or immediate use.

Practical Applications and Use Cases

Replicating workflows across subaccounts can serve various purposes, such as:

• Scaling Operations: Quickly adapt successful workflows to new market segments or departments within your organization.
• Consistency in Customer Experience: Ensure uniformity in customer interaction across different areas of your business.
• Efficient Management: Save time and resources by avoiding the need to recreate complex workflows from scratch for each subaccount.

Troubleshooting and FAQs

What if the copied workflow doesn't appear in the destination subaccount?

• Ensure you've selected the correct subaccount and that the process was completed successfully. If issues persist, contact CRM support for assistance.

Can I edit a workflow after copying it?

• Absolutely. Copied workflows can be modified to suit the specific needs of the subaccount they've been replicated to.