You can clone a marketing plan to prevent duplication of effort to create a new plan.
Steps:
- Go to the plan that you want to clone.
- Click the gear icon and then click Clone Marketing plan.
- Make a Copy window opens.
- Update the Plan name.
- Deselect the areas that you do not want to copy. All of the following areas are selected by default.
- Overview
- Assets
- Comments
- Tasks
- Expenses
- Click Clone.
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