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Copying action plans

You can save a copy of an action plan, change its title, and modify the copy.

Note: You must select new assignees if you change the action plan's related opportunity type, because the list of available assignees for tasks and email notices is based on the related opportunity type. Each time you change an action plan's Opportunity Type and click Save, the assignee lists are entirely cleared and must be reassigned.

To save a copy of an action plan

  1. From Opportunity, select Set up module.
  2. On the Action Plans tab, select the action plan that you wish to copy.

    The Opportunity Action Plan window appears.

  3. Click Save as.

    A new copy of the action plan is created with the name Copy of [original Action Plan].

  4. Change the name and description of the new action plan.
  5. (optional) From the Opportunity Type drop-down list, choose a different opportunity type.

    Note: You can change the Opportunity Type only before you save the copy of the action plan.

  6. Click Save.

    Note: You must click Save to set the related opportunity type before you specify assignees, because the list of available assignees is based on the related opportunity type.

  7. If you changed the action plan's Opportunity Type, check the Assignee list for every task and email notification in the action plan to ensure that a valid assignee from the new opportunity type is assigned.
  8. Click Save.

See Also

Installing Opportunity Management

Creating action plans

Setting up reports and output processes

Email merge fields for Opportunities


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