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 sub-accounts in just a few clicks keeping your sales processes consistent across clients.

👀 What’s New?

• Duplicate pipelines within the same sub-account
• Copy pipelines to multiple sub-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

1. Navigate to Opportunities → Pipelines.
2. Click the three-dot menu next to the pipeline you want to copy.

3. Choose one of the following options:

• Duplicate : Creates a copy of the pipeline inside the same sub-account.

• Copy to Sub-Accounts : Select one or more sub-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 agency operations more efficiently

📝 Notes

• Copy to sub-accounts is available to all agency admins
• Ability to duplicate pipelines is available to all users who have edit access to the selected pipeline