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.
Solved
How can I create and share Templates to clients?
Best answer by Lucas Democh
If your customer is also a Pipefy customer, they first need to add you to their organization.
You will then follow the steps below:
Edit Pipe > Pipe Settings > Clone this Pipe > Select the Organization to Clone the Pipe
- Pipefy Staff
- 28 replies
Hi
in this link, you can find lots of templates to show to your clients!
Hey,
Actually the question is if I can share some templates created by my company with new accounts created by my clients?
+15
If your customer is also a Pipefy customer, they first need to add you to their organization.
You will then follow the steps below:
Edit Pipe > Pipe Settings > Clone this Pipe > Select the Organization to Clone the Pipe
Democh
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