How to Transfer Automated Processes Between Sub-Accounts

Understanding Automated Processes in the CRM 

Automated processes, often referred to as workflows, are sequences of predefined actions set off by specific triggers, designed to optimize customer interactions and business operations. These processes can be intricate and require considerable time to develop, making the option to transfer them between sub-accounts highly beneficial.

Step-by-Step Instructions for Transferring Automated Processes

1. Find the Desired Process: Begin by accessing the automated processes section within your primary sub-account, then locate the specific process you intend to transfer.

2. Initiate Transfer: Click on the three vertical dots next to the selected process to open a menu, then choose the "Transfer to Sub-Account" option.

3. Select the Target Account: From the list presented, pick the sub-account where you want to transfer the process.

4. Complete the Transfer: After choosing the target sub-account, confirm your selection. The process will be transferred in just a few seconds.

Customization and Adjustment

After the process has been transferred, it will appear as a draft in the new sub-account. You can then open it and make any necessary adjustments to fit the specific needs or products of that account. This adaptability allows for the efficient implementation of proven strategies across various areas of your business.

Important Points to Remember

When transferring an automated process, it's essential to know which components will be included in the transfer. The following seven elements will be moved:

• Triggers

• Actions

• Conditions

• Delays

• Notifications

• Tags

• Custom Fields

If these components do not exist in the destination sub-account, they will be automatically created. However, any other elements outside of these seven will not be transferred and will need to be manually added in the new sub-account.

Troubleshooting and Common Questions

Q: What if a component of my process isn't transferred?
A: Verify whether the component is among the seven supported elements. If not, you will need to manually recreate it in the destination sub-account.

Q: Is it possible to transfer a process to multiple sub-accounts simultaneously?
A: Currently, processes need to be transferred to each sub-account individually, which allows for necessary customization in each case.