Cloning a pipeline.
Cloning a pipeline in AgencyZoom is easy. You can do so by going to the three dots and selecting ‘Clone’. When you do this, you’ll be asked to give it a name, then you can hit ‘Confirm’. The cloned pipeline will then join your other pipelines on the Pipeline page. **Please note, this action can only be completed by Admin users in AgencyZoom**
Here is a more detailed explanation on how to perform a clone:
Step by Step Directions:
Step 1: Go to the "My Agency" icon on the left navigation panel
Step 2: From the list of options, select "Pipelines"
Step 3: From your list of pipelines, determine which one you want to clone and select the 3 dots on the left-hand side
Step 4: After you select "clone", name the new pipeline and select "Confirm.”
Step 5: After you select "confirm", the pipeline will populate in your pipelines list in alphabetical order and you are all done!
**Keep in mind, cloning pipelines only clones stages and pipeline settings, not automations.**