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To save some time with creating new activity plans, current activity plans can be copied! See below for instructions.

1) Click on the Activities tab

2) Click on Activity Plan Builder

NexOne Agent > Copy Submission Activity Plans > image2022-7-4_19-16-34.png

3) Select your Plan Template
4) Click Edit Template

NexOne Agent > Copy Submission Activity Plans > image2022-7-4_19-18-48.png

5) Click Copy Plan Template

NexOne Agent > Copy Submission Activity Plans > image2022-7-4_19-21-20.png

6) Template plan is now copied, click Edit Template to rename

NexOne Agent > Copy Submission Activity Plans > image2022-7-4_19-21-57.png

NexOne Agent > Copy Submission Activity Plans > activity4.png

7) Plan is now copied and renamed!

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