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How to Copy a Plan

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# **How to Copy a Plan** Once you create a plan, you can easily make a copy to create a similar plan based on the structure you have built. Go to the "Plans" page and select your plan from the Dropdown. Click on the (Edit Plan) button to reveal a drop down and select "Copy Plan" ![Edit Plan Dropdown](https://storage.crisp.chat/users/helpdesk/website/f43f5e89d91dd000/screen-shot-2023-04-10-at-9231_1aa9ae3.png) You will immediately be asked to create a new Plan name. ![](https://storage.crisp.chat/users/helpdesk/website/f43f5e89d91dd000/screen-shot-2023-04-10-at-9232_7nbg0k.png) Once you save your plan with a New Name, all changes from that point forward will automatically be saved.