← All features

Saved workflows

Workflow organization

Create, rename, duplicate, and move pipelines into groups.

How it works

Select a workflow in the library to rename, duplicate, or move it. Put a copy into a different group when you want to keep versions for separate projects.

Click Charts in the library to see saved workflows in that group.

Example

  1. Start with

    Sales pipeline for a new client

  2. Try this

    Duplicate and move the copy

  3. Result

    Keep each client workflow separate