This article explains how to duplicate an existing pipeline within a sub-account or copy it to other sub-accounts in HighLevel. This feature helps agencies quickly replicate pipeline structures without manually rebuilding them.

TABLE OF CONTENTS

• What This Feature Does
• Permissions Required
• How to Duplicate a Pipeline
  • Step 1: Navigate to Pipelines
  • Step 2: Open Pipeline Actions
  • Step 3: Configure the Duplicate
  • Step 4: Confirm Creation
• How to Copy a Pipeline to Sub-Accounts
  • Step 1: Open Pipeline Actions
  • Step 2: Select Destination Sub-Accounts
  • Step 3: Copy the Pipeline
• What Gets Copied
• What Does NOT Get Copied
• Best Practices

What This Feature Does

You can now:

• Duplicate a pipeline within the same sub-account

• Copy a pipeline to multiple sub-accounts

• Preserve pipeline stages and reporting visibility settings

This is especially useful for agencies that want to standardize sales pipelines across multiple client accounts.

Permissions Required

The ability to duplicate pipelines or copy them to other sub-accounts depends on your user permissions.

Duplicate a Pipeline

• Any user with Edit access to the pipeline can duplicate it within the same sub-account.

Copy Pipeline to Sub-Accounts

• Only Agency Admins can copy pipelines to other sub-accounts.

If you do not see the Copy to sub-accounts option in the pipeline menu, your user role likely does not have the required agency-level permissions.

How to Duplicate a Pipeline

Duplicating a pipeline creates a copy within the same sub-account.

Step 1: Navigate to Pipelines

Go to:

Opportunities → Pipelines

You will see a list of all pipelines available in the account.

Step 2: Open Pipeline Actions

Find the pipeline you want to duplicate and click the three-dot menu on the right.

Select Duplicate.

Step 3: Configure the Duplicate

A Duplicate Pipeline window will appear.

Update the following:

Pipeline Name

Enter a new name for the duplicated pipeline. A default name will appear with “(copy)” added.

The following elements will be copied automatically:

• Pipeline stages

• Chart visibility settings

• Smart tag colors

• Pipeline permissions

The following will NOT be copied:

• Opportunity records

• Automations

• Reports

• Custom fields

Click Duplicate to create the new pipeline.

Step 4: Confirm Creation

The duplicated pipeline will appear in the pipeline list.

You can now edit the pipeline or start using it immediately.

How to Copy a Pipeline to Sub-Accounts

This feature allows Agency Admins to copy a pipeline to multiple sub-accounts at once.

Step 1: Open Pipeline Actions

Go to:

Opportunities → Pipelines

Find the pipeline you want to copy and open the three-dot menu.

Select Copy to sub-accounts.

Step 2: Select Destination Sub-Accounts

The Copy to Sub-Accounts window will appear.

Enter the following:

Pipeline Name

You can keep the same name or change it.

Select Sub-Accounts

Choose one or more sub-accounts where the pipeline should be created.

Step 3: Copy the Pipeline

Click Copy.

The pipeline will be created in each selected sub-account.

What Gets Copied

When duplicating or copying a pipeline, the following are included:

• Pipeline stages

• Stage order

• Chart visibility settings

What Does NOT Get Copied

The following items are not transferred when duplicating or copying pipelines:

• Opportunity records

• Custom fields

• Pipeline permissions (when copying to other accounts)

• Smart tags

• Automations

• Reports

These elements remain specific to each sub-account.

Best Practices

Use pipeline duplication for testing

Duplicate a pipeline before making major changes to avoid affecting active sales processes.

Standardize pipelines for agencies

Create a master pipeline and distribute it to client accounts using the copy feature.

Rename pipelines clearly

If duplicating pipelines frequently, use clear naming conventions to avoid confusion.