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Clone Flow

If you need to use the same flow for multiple business lines, you don’t have to create it from the beginning each time. Just use the Clone Flow option to duplicate the flow, then make any necessary edits to customize it. 

  1. Select the Company and go Settings.
  2. Enter in Flows section.
  3. Drop down menu of the flow on the right and click on Clone.

013 Clone Flow.png

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  • Delete a Flow
  • Manage Portfolio Users
  • Example Flow: Step-by-Step Creation
  • Test and Activate a Flow
  • Pause a Portfolio
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