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 , the assignee lists are entirely cleared and must be reassigned.
To save a copy of an action plan
The Opportunity Action Plan window appears.
A new copy of the action plan is created with the name Copy of [original Action Plan].
Note: You can change the Opportunity Type only before you save the copy of the action plan.
Note: You must click
to set the related opportunity type before you specify assignees, because the list of available assignees is based on the related opportunity type.
10.6 Production Release. Updated 2/15/2006 4:02:40 PM
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