Duplicate Pipelines Across Sub-Accounts

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

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 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