What happens when I duplicate or clone an existing plan?
You'll generate an identical plan, including the GTM rules for Territory, Team, and Product plans plus any associated targets, policies, role permissions, coverage assignments, reports, data filters, and so on. For any duplicated plans, the policies are disabled to ensure consistency in the data imported and exported to the CRM.
What can I edit in my duplicated plan?
You can design and make adjustments to the territory, teams, products, and industry taxonomy.
Do I have to redesign tenant settings with each new plan?
All tenant settings including audits, jobs, users, fields, and metrics are universal across all 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?
The number of plans you can create depends on the subscription you have purchased. Contact your CSM for more information.
Do all users in the duplicated plan have the same access as in the previous plan?
For role-based access, if the dates of the territory coverage assignment are still active, then yes.