|
Business Planning > Plan Opportunities
Plan Opportunities
Use the Plan Opportunity pages to create, update, and track opportunities associated with a business plan. A plan opportunity associates opportunities with business plans, allowing an opportunity to be associated with multiple business plans (for example, one for a general sales force and one for a specialty sales force). A business plan can relate to multiple opportunities at the same time.
Some users might not interact directly with the plan opportunity record type, but rather associate opportunities with business plans from the Business Plan Detail page or from the Opportunity Detail page. However, other users might prefer to work directly with the plan opportunity record type.
NOTE: Your company administrator determines which tabs are available to you. If your job responsibility does not include tracking Plan Opportunity information, the Plan Opportunity tab might be excluded from your setup.
| 
