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Copy an Action Plan

You can now copy an existing Action Plan, rename the copy, and if you want, associate it with a different opportunity type. The copy will have the same structure as the original Action Plan, but you can make new assignments for its tasks and email.

Note: Depending on your configuration, if you choose to change the opportunity type of the new action plan, the groups from which you can make assignments may change.

In This Section

Copying action plans

See Also

Opportunities changes

Action plan stages are numbered

Mark multiple notes as complete

Leave fields unchanged when changing Opportunity stages

Drop-down lists added to Opportunity creation

Relate Action Plan templates to Opportunity Types

New OpportunityCreator security role

Create a new opportunity from customer portfolio

Manager automatically assigned to opportunity

Attach document templates to opportunity types

Attach documents to opportunity emails

Delete multiple Opportunities from Opportunity List

Differentiate imported opportunity descriptions

Company Name displayed as Opportunity Contact

Task dates now checked for discrepancies

Task window displays opportunity name

Rename the Prospect field

Email notification must have assignee


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