If you’ve ever loaded a saved workflow setup into your CRM and ended up with two copies instead of one, you know how confusing that can be. This update helps make sure only a single workflow is created for the same setup and business location, so your automations stay cleaner and easier to manage.

📌 Why This Matters

Duplicate workflows can create unnecessary confusion, trigger the wrong actions, and leave you wasting time figuring out which version is the right one. By preventing two workflow requests from creating extra copies at the same time, your CRM helps keep your automations organized and avoids workflows getting stuck in a processing state.

✨ What’s New

• Duplicate protection: When a workflow is loaded from a saved setup, the CRM now makes sure only one workflow is created for the same source and location.
• Cleaner automation setup: This helps prevent extra workflows from appearing and reduces the chance of one staying stuck in processing.

🛠️ How to Use It

1. Step 1: Load your workflow from your saved setup as you normally would inside your CRM.
2. Step 2: Check your workflow list after loading to confirm you see just one version created for that setup.

💡 Pro Tip

Clean automations mean fewer mistakes, so reviewing your workflows regularly can help you avoid missed follow-ups and protect revenue opportunities.