Create activity plans in a fraction of the usual time by cloning an existing plan. Instead of building thousands of records manually or through data imports, copy a plan's entire hierarchy of goals and goal measures for your chosen time period and territories. Then sync the plan to your current territory alignment and fine-tune account-specific goals before you activate it, so your sales reps start each cycle with accurate, aligned targets.
Where: This feature is available in Lightning Experience in Enterprise and Unlimited editions with the Life Sciences Cloud license and the Life Sciences Cloud for Customer Engagement add-on license, and where the Life Sciences Cloud for Customer Engagement managed package is installed.
How: From the App Launcher, select Life Sciences Commercial. On the Activity Plans tab, click Clone Plan, and complete the steps.