Clone A Workflow Template

PropertyMe Grow CRM includes a library of pre-built workflow templates designed to help you automate common property management tasks quickly and consistently. Rather than building workflows from scratch, you can clone an existing template and either enable it as is or customise it to better suit your agency's processes.

This article will guide you through accessing the workflow template library and cloning a workflow template.

1. On the side menu, click Workflows.
   
2. Click Workflow Templates.
3. Hover your cursor over the required template.
4. Click Clone.
   
5. Make any changes to the workflow if needed.
6. In the top right corner, click the toggle against Workflow Status to enable the workflow.
   1. The toggle will turn green.
       
7. Click Yes to confirm.
   
8. Click Save and Exit.