Setting up the same pipeline across multiple client 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
How It Works
- Navigate to Opportunities → Pipelines.
- Click the three-dot menu next to the pipeline you want to copy.
- Choose one of the following options:
- Duplicate: Creates a copy of the pipeline inside the same account.
- Copy to Accounts: Select one or more accounts where the pipeline should be replicated.
Once copied, the pipeline appears in the selected accounts with the same stage setup.
Why It Matters
- Launch new client accounts faster with ready-to-use pipelines
- Maintain consistent sales processes across all accounts
- Reduce manual setup and repetitive configuration
- Scale account operations more efficiently
Notes
- Copy to accounts is available to all account admins
- Ability to duplicate pipelines is available to all users who have edit access to the selected pipeline
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