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Managing Workflows: Edit, Duplicate, Share, or Delete

What this does​

This guide explains how to manage workflows in Franmantra CRM.

Before you start​

  • Sign in to Franmantra with a role that has permission to use this area.
  • Confirm you are working in the correct Sub-account before making changes.

Steps​

Workflows are the backbone of automating processes. Once you’ve created Workflows, you may need to update them, make copies, share them with Sub-accounts, or even delete them. Here’s how to manage your Workflows from the Workflow page.

Go to the Workflow Page​

  • From the header menu, hover over Workflow.
  • In the dropdown, click Workflow.
  • You’ll land on the Workflow page, where all existing Workflows are listed in a table format.
home Page Workflow Menuhome Page Workflow Menu

Open the Workflow Menu​

  • Each Workflow record has an actions column on the right side.
  • Click the three dots (...) icon in that column.
  • A menu will appear with the following options:
  1. View
  2. Edit Stages
  3. Edit Workflow
  4. Duplicate Workflow
  5. Share to SubAccount
  6. Delete
Workflow list pageWorkflow list page

Manage the Workflow​

Here’s what each option does:

View

  • Select View to see the complete details of the Workflow.
  • This includes all configured stages and settings.
  • No changes can be made in this mode (read-only view).

Edit Stages​

  • Click Edit Stages to modify the Workflow stages.
  • You can add, remove, or reorder stages as needed.
  • Save your changes to update the Workflow structure.

Edit Workflow​

  • When you click Edit Workflow, a pop-up form appears.
  • Update the Workflow details as needed.
  • Click the Update button to save your changes.

Duplicate Workflow​

  • Select Duplicate Workflow to create a copy of an existing Workflow (including its stages).
  • A pop-up form appears where you can rename the Workflow.
  • Once renamed, click Duplicate, and a new Workflow will be created.

Share to SubAccount​

  • Use this option to share the Workflow with one or more Sub-accounts.
  • When clicked, a pop-up appears showing available Sub-account users.
  • Select the Sub-account(s), then confirm to share.

Delete Workflow​

  • To delete a Workflow (including all its stages), click Delete.
  • A confirmation pop-up will appear.
  • To confirm, type DELETE in the text box and click Delete Workflow.
  • The Workflow will be permanently removed.

Result​

The change is saved in Franmantra CRM and is available to users with the right permissions.

Troubleshooting​

  • If you cannot see the option, check your role permissions or ask an admin to update your access.
  • If the update does not appear immediately, refresh the page and confirm you are in the correct Sub-account.