Copy to Sub-Account #

Select Sub-Account #

• Only the sub-accounts that the logged in user has access to will be listed here
• On submit, the workflow will be copied to the selected sub-account
• The workflow copied to other sub-account will be in draft state by default

Copy Workflow History #

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• The history of workflows copied to another sub-account are listed with current status for each log

Copy Workflow History Details #

• If any error while copying, you can debug by clicking on that particular history to view detailed info

What happens to the assets while copying workflow?
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The following assets in the workflow will be copied while copying a workflow to another sub-account:

• Contact Tags
• Contact Custom Fields (The field type should be same)
• Sub-Account Custom Values
• Opportunity Custom Fields
• Opportunity Pipelines & stages
• Email/SMS – text templates
• Email builder templates (coming soon)

Note: All the other assets or references will be cleared/removed from the workflow before copying to the selected sub-account.