How to copy and paste items between two accounts?

  1. Overview
  2. Pro Max CRM
  3. My Account
  4. How to copy and paste items between two accounts?
  1. First, you need to click on Automations from the left bar menu then click on the flows option.
  2. Now select flow you want to copy and right click on it and select copy. This will copy the flow in clipboard:
  3. Now switch to another account where you want to paste that flow. Right Click and paste.

The same copy and paste procedure will be followed for all other items like: Forms, Websites, Funnels


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