Cloning Plans FAQs

What happens when I clone an existing plan? 

When you clone a plan in Fullcast, you'll generate a duplicate set of Design and Rhythm modules identical to the plan you selected to clone. However, for any new plans created (whether cloned or blank), the Motion module will be disabled. This precautionary measure ensures consistency in the data entering and exiting the CRM, preventing any potential inconsistencies.

What can I edit in my cloned plan?

When you clone an existing plan or create a blank one, you will be able to design and make adjustments to the Territory Designer, Teams Designer, Products Designer, and Industry Taxonomy.

Do I have to redesign Tenant Settings with each new plan?

Tenant settings available in the settings menu, including audits, jobs, users, fields, and metrics are all universal across plans. You do not have to redo or adjust settings with each additional plan. Any adjustments made in the settings menu apply to ALL plans.

How many plans can I create in my instance?

A maximum of 3 plans can be created for each tenant. For access to more plans, contact your Business Partner.