Copying a Flow - Individual Flows

Flows can only be copied when shared as an Individual Flow, allowing users to make a copy of the Flow and then personalize their own. To copy a shared Individual Flow, please follow the steps below:

1. Click on the name of the Flow 

2. Click the three dots, Select Copy Flow

    

    

   

    

   3. Choose a name for the template

   4. Decide if you want to copy the templates (recommended)
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   ​Note: if you choose to have this off, you can only edit the templates in the Flow if you have to add/edit access to their folder. Also, any edits you make will update the templates in the original Flow.

    

    

   

    

   5. Click Copy Flow

    

   Using Master Flows

    

   Master Flows can be found under the 'Shared' Tab. Unlike Individual Flows, users must click the + button to add people. Once contacts/leads are added to the Flow, the user can then start executing the Flow. Users will only see contacts/leads that they have added to the Flow.