Step 2: Duplicate the 1CallClose.Agent TESTING Workflow

Goal

Create a safe test workflow you can edit without affecting templates or real leads.

Step 2.1 — Go to Automations / Workflows

1. Log in to Intellia

2. Left sidebar → Automations

   

    

Step 2.2 — Locate the TEST template

Search for the workflow named:
[TEST] 1CallClose.Agent - Buyer Qualification & Pre-Seduction - TEMPLATE ONLY (DO NOT EDIT THIS - CLONE & USE)

Step 2.3 — Duplicate

1. Click ⋮ (three dots) / Actions

2. Click Duplicate

Step 2.4 — Rename your duplicated TEST workflow

Rename clearly (examples):

• [TEST] Buyer Qualification & Pre-Seduction — {{Your Name}}

• [TEST] Buyer Qualification & Pre-Seduction — {{Business/brand}}

Checkpoint: You should now have a duplicated workflow that is NOT the template.