Create It: Cloning a One-Click Workflow

Now it is your turn to clone a One-Click Workflow in Neon CRM.

To clone a One-Click Workflow:

1. Select Workflows in the navigation menu.

2. Select One-Click Workflows on the drop-down menu.

3. Select the workflow you wish to clone.

4. Select Clone in the top menu bar.

A new page will appear with the title of "Copy of [title of the original workflow]" in the upper left corner. 

5. Select the pencil icon next to the workflow title to change the title, as needed.

6. Select any item(s) you wish to edit in the workflow, as needed.

You have now successfully cloned a One-Click Workflow!