Automation rules can now be copied

We have added the Copy function to Automation Rules. Simply click Copy, use a unique Name, and click the button to save the new rule. Note that the new rule will start in the paused position for safety. Please verify that your new logic is correct before unpausing the rule and having it run on matching prospects.

Thanks Jessica for your suggestion on the idea exchange!

Note that we are still planning to add the Copy function to Drip Programs in the future.

Copying Automation Rules