How do I copy an action plan?

Copying an action plan can save time when creating similar plans for the same contact, such as for annual renewals or new campaigns. 

Step 1: Access the original action plan 

1. Open the donor's contact record 

2. In the Moves Management action plans section, find the plan you want to copy 

3. Click "Edit" to open the action plan details page 

Step 2: Copy the plan 

1. In the upper right corner of the screen, click the "More" dropdown menu 

2. Select "Copy" 

3. The system will create a duplicate plan with selected information carried over 

Step 3: Verify the copied information 

The following fields are copied to the new plan: 

1. Designation 

2. Campaign 

3. Primary Solicitor 

4. Secondary Solicitors 

5. Ask Amount 

6. Projected Amount 

7. Readiness Potential 

8. Likelihood Potential 

9. Capacity Potential 

These fields will be reset to default values: 

1. Plan Start Date – today's date 

2. Plan Status - Identification 

3. Status Date – today's date 

Note: Follow-ups, contact history, notes, attached files, pledges, and contributions are NOT copied to the new plan. 

Step 4: Make any necessary changes 

1. Update any fields that need to be different for the new plan 

2. Add new follow-ups, notes, or attachments as needed 

3. Click "Save" to finalize the new action plan 

Step 5: Verify the new plan 

1. Return to the contact record 

2. Confirm that both the original and copied plans appear in the Moves Management section 

3. The copied plan will show today's date and Identification status 

What else do you need help with? 

• Understanding Moves Management Action Plans 
• How do I edit an existing action plan? 
• How do I close or delete an action plan?