New: Ability to clone Workflows

Good news! There is now the ability to clone existing Workflows

  • Within Settings > Workflows
  • Choose the Workflow you could like to clone and select 'Actions > Clone'
  • Your new cloned Workflow will appear in your Workflows list with 'Copy of' infront of the original name, you can now edit the cloned workflow and change the name as appropriate

The support article has also been updated - https://support.plannrcrm.com/en/article/workflows-1pjpwv0/

Enjoy - Give it a try!

What do you think about this update?