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1. Pipeline View

You will learn how to duplicate an existing pipeline stage within the same pipeline or copy it to a different pipeline.

2. Open Stage Options

In the pipeline view, click the icon to access the options for the selected pipeline stage you want to duplicate.

3. Select Duplicate Stage

In the stage options menu, click "Duplicate Stage" to open the dialog.

4. Enter the new stage name

In the Duplicate Stage dialog, rename the duplicated stage.

5. Choose the destination pipeline

Click the dropdown menu listing available pipelines to choose where the duplicated stage will be placed. The current pipeline will be selected by default.

6. Duplicate All Settings

Enable this option to duplicate all automation settings and messages assigned to this stage.

7. Confirm Duplication

Click "Duplicate" to finalize the creation of the new pipeline stage with the specified settings.

8. Duplicated Stage

You will be redirected to the destination pipeline, where the duplicated stage will appear as the final stage.

9. Adjust Stage position

You can use the stage controls to move the stage left or right within your pipeline, allowing you to position it exactly where it’s needed in your flow.