In WorkSpan, you can seamlessly copy an existing sales plan to ease the process of creating sales plans by saving time and energy.
- Navigate to the sales plan that you want to copy.
- Click the gear icon below your profile picture on the top-right of the window.
- Click Clone.
- Make a Copy window opens. You can rename the copy of the sales plan and select one or more areas of the sales plan that you want to copy.
- After completing your selections, click Clone.