How to Copy a Workflow to Another Sub-Account in LeadDec

Streamline your operations across different accounts by learning how to copy a workflow to another sub-account in LeadDec. This article provides a step-by-step guide on duplicating workflows, ensuring consistency and efficiency in your processes across multiple sub-accounts. Ideal for users managing multiple teams or projects who want to standardize their lead management and workflow strategies.

1. Begin by selecting 'Automation' to start the process.

1 To kick off, click on "automation".

2. Next, choose a workflow, then click the triple-dot icon for more options.

2 Then, click here.

3. Now, select 'Copy To Sub-Account' from the dropdown menu.

3 Click on "Copy To Sub-Account".

4. Then, choose the desired sub-account for the workflow copy.

4 After, click on "Select sub-account".

5. Finally, click 'Submit' to save your changes and complete the setup.

5 Click on the element.

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