Overview
SalesExec allows administrators to copy statuses and actions to significantly speed up workflow construction and configuration. This functionality is designed to reduce repetitive setup work while maintaining consistency across workflows.
By copying existing components that are already configured with actions and operators, administrators can efficiently build or expand workflows without recreating each element manually. This approach is especially useful when workflows share similar structures or operational logic.
Key Functionality
Copy and paste configured statuses along with all associated actions and operators
Duplicate statuses within the same bucket or across different buckets
Reuse existing actions through the Apply a Template option
Maintain consistency across workflows while reducing setup time
Replicate proven workflow components without rebuilding them
How to Use This Feature
Copying a Status and Its Actions
Within the SalesExec workflow system, administrators can copy and paste a fully configured status, including all actions and operators attached to it.
This feature allows you to duplicate a status:
Within the same bucket, or
Into a different bucket
It is strongly recommended to first configure a status exactly as needed, then duplicate it rather than creating multiple similar statuses from scratch. This method is intended to save time and ensure consistency when building or replicating workflows.
Copy Workflow
Copying an Individual Action
To copy a single action within a workflow:
Navigate to the status you are currently working on.
From the Actions menu, click the Add Action button.
In the action window, locate and select Apply Template.
Choose the action you want to copy from the dropdown list.
Once selected, all settings and operators from the original action are automatically carried over. Review the copied configuration, make any necessary adjustments, and save the action. The duplicated action will then be available for use within the status.
Best Practices
Configure a “template” status with fully defined actions and operators before duplicating it.
Use copying features to standardize action behavior across multiple statuses.
Review copied components to ensure they align with the intended workflow logic.
Avoid manually recreating similar actions when the template option can be used instead.
Maintain clear naming conventions to distinguish original and copied elements.
Troubleshooting
Copied status does not include actions or operators
Confirm that the original status was fully configured before copying. Only configured actions and operators are carried over.
Apply Template option does not show expected actions
Ensure the action you want to copy exists and is properly saved within another status.
Copied action behaves unexpectedly
Review the carried-over settings and operators to confirm they are appropriate for the new status or bucket context.
Duplicate elements cause confusion
Check naming conventions and adjust titles to clearly differentiate copied statuses and actions.