Cloning/Copying a Sales Plan

Follow

In WorkSpan, you can seamlessly copy an existing sales plan to ease the process of creating sales plans by saving time and energy.

Steps:

  1. Navigate to the sales plan that you want to copy.
  2. Click the ID (e.g. WS-1234) of the sales plan that you want to copy.
  3. Click the gear icon Screen_Shot_2018-07-31_at_10.42.26_AM.png below your profile picture on the top-right of the window.
  4. Click Clone.
    Screenshot_from_2018-03-23_11-17-10.pngScreenshot_from_2018-03-23_11-22-23.png
  5. 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.
  6. After completing your selections, click Clone.

 

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.