Since many Workflow Templates may be similar, you have the ability to clone a template, make slight modifications and create separate templates for similar processes. NOTE: for information on setting up Workflow Templates initially, see this post. To clone an existing Workflow Template, go to Manage Your Account:
Then, select Workflow Templates in the Manage Templates area:
You'll then see all of the existing Workflow Templates within your CRM.
To clone one of them, simply click the Actions menu to the left of the template name and select "Clone":
You'll then see the template that you've cloned laid out with all of its Steps and Tasks, and the word "Copy" after the template name:
If any of the Steps, Tasks or Outcomes are to be different in any way from the original template, you can go ahead and makes those changes from this page. When done making any changes, you can return to your Workflow Templates page (using the back button in your browser) and rename the copied template to reflect its purpose. To do so, you'll again click its Actions button, but this time you'll select "Edit":
You'll then see the below modal:
Here you can rename your new template to reflect the purpose of this workflow. Note you can also change the template's Status, Owner, Category, Due Date and Description here as well. When done, click "Update Template" and your new template will be ready for use (as long as you've set its Status to "Active.")
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