Clone a Pipeline

Duplicate an existing pipeline

Megan Stasko avatar
Written by Megan Stasko
Updated over a week ago

If you’d like to clone your pipeline, 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**

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.

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