Cloning (copying) a Marketing Plan

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You can clone a marketing plan to prevent duplication of effort to create a new plan.

Steps:

  1. Go to the plan that you want to clone.
  2. Click the gear icon and then click Clone Marketing plan.
    clonemarketingplan.gif
  3. Make a Copy window opens.

    clonemarplan.gif
  4. Update the Plan name.
  5. Deselect the areas that you do not want to copy. All of the following areas are selected by default.
    1. Overview
    2. Assets
    3. Comments
    4. Tasks
  6. Click Clone.
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