How to Duplicate or Copy Pipelines in Sparkforge

By Sparkforge Support Team ·Last reviewed May 3, 2026

Sparkforge lets users with Edit access duplicate a pipeline within the same sub-account, and lets Agency Admins copy a pipeline to one or more sub-accounts at once. Records, automations, and custom fields do not move with it.

Two related actions reuse pipeline structures in Sparkforge: Duplicate creates a copy inside the same sub-account, and Copy to sub-accounts sends a copy to one or more other sub-accounts. Each has different permissions and transfers slightly different things.

Duplicate vs Copy

Action	Scope	Use when
Duplicate	Same sub-account	Test a variation, build a similar pipeline, or avoid rebuilding stages from scratch.
Copy to sub-accounts	One or more other sub-accounts	Standardize pipeline structures across client or location accounts.

Permissions

Duplicate pipeline: any user with Edit access to that pipeline.
Copy to sub-accounts: Agency Admins only.

If you do not see one of these options, check your role and pipeline permissions.

What transfers, what does not

Duplicating within the same sub-account copies:

Pipeline stages
Pipeline permissions
Colored smart tags
Chart visibility settings

Copying to other sub-accounts copies:

Pipeline stages
Chart visibility settings

Neither action copies opportunity records, automations, reports, or custom fields. Cross-sub-account copy also does not move pipeline permissions or smart tag colors.

Duplicate a pipeline (same sub-account)

Go to Opportunities -> Pipelines.
Find the pipeline. Click the three-dot menu and choose Duplicate.
Update the pipeline name. The default appends (copy).
Set pipeline display colors.
Modify pipeline stages - rearrange, rename, add or remove.
Choose which stages appear in your default dashboard. Disabling all stages hides the pipeline from the dashboard.
Click Duplicate.

The new pipeline appears in the list and is ready to use.

Copy a pipeline to other sub-accounts

Go to Opportunities -> Pipelines.
Find the pipeline, open the three-dot menu, and choose Copy to sub-accounts.
Confirm or change the pipeline name.
Select one or more destination sub-accounts.
Click Copy.

The pipeline is created in each selected sub-account.

Best practices

Rename duplicated pipelines immediately so they are easy to tell apart from the original.
Use duplication to test variations before rolling out to other sub-accounts.
Standardize the source pipeline before mass-copying.
Plan to recreate automations, reports, and custom fields in the destination since they do not transfer.

Frequently Asked Questions

Can I duplicate a pipeline inside the same sub-account?

Yes. Use the Duplicate option from the three-dot menu next to the pipeline.

Can I copy a pipeline to multiple sub-accounts at once?

Yes. Pick multiple destination sub-accounts in a single Copy to sub-accounts action.

Who can copy pipelines to other sub-accounts?

Only Agency Admins. The option is hidden for other roles.

Are opportunity records copied with the pipeline?

No. Records do not transfer in either action.

Do automations, reports, or custom fields copy?

No. You will need to rebuild or re-link these in the destination.

Do smart tag colors copy?

Yes when duplicating in the same sub-account. No when copying to other sub-accounts.

Why don't I see the Copy to sub-accounts option?

That action is restricted to Agency Admins. Check your role with an admin if you need it.