InsuredMine CRM | 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.

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION

Search
Generic filters

Most Search: Ams360Release Notes