Duplicate Pipelines Across Accounts

Setting up the same pipeline across multiple accounts used to take time. Not anymore.

You can now duplicate pipelines instantly or copy them across multiple accounts in just a few clicks keeping your sales processes consistent across clients.

👀 What’s New?

  • Duplicate pipelines within the same account
  • Copy pipelines to multiple accounts at once
  • Pipeline stages and reporting visibility settings are preserved
  • Select multiple destination accounts in one action
  • Available directly from the pipeline actions menu