I'd like to know how to create and share with my clients full proccess pipes and databases, so they can jump start their business with little effort.
Page 1 / 1
Â
If your customer is also a Pipefy customer, they first need to add you to their organization.
Â
You will then follow the steps below:
Â
Edit Pipe > Pipe Settings > Clone this Pipe > Select the Organization to Clone the Pipe
Â
Hi
Â
in this link, you can find lots of templates to show to your clients!Â
Hey,
Actually the question is if I can share some templates created by my company with new accounts created by my clients?
Reply
Join us in the Pipefy Community! 🚀
No account yet? Create an account
Login with your Pipefy credentials
or
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.