Attaching Action Plans to Opportunities

Access the Opportunity - Manage {Customer Name} Opportunity form. Select the Activities tab. Click the Activities link.

To link an action plan to an opportunity:

1. Click the Link Action Plan button.

2. On the Action Plan Search and Select form, select the action plan that you want to associate with the opportunity, and then click Select.

3. The system returns you to the Activities tab, and displays all of the activities generated from the action plan in the detail area of the form.