.. _copy-smartplan-command:

Copy a SmartPlan
================

You can copy a SmartPlan so that you do not have to create a new SmartPlan from scratch. If you need to make changes to an active SmartPlan, you can copy it, make your changes, and then add contacts.

You can also edit an inactive SmartPlan. For more information, see :ref:`edit-inactive-command`.

To copy a SmartPlan, complete the following steps:

.. include:: smartplans-login.rst

#. Click the **My SmartPlans** tab, at the top of the page.

#. Find the correct Smartplan in the list and click the menu options icon |menu-options-icon| and select **Copy**.

   .. |menu-options-icon| image:: ../../../images/menu-options-icon.png
      :height: 30

#. On the **Copy SmartPlan** page, enter a unique **Plan Name**.

#. Click **Apply**.

   You can now edit this duplicate Smartplan.