How do I add attachments to my business plan or account plan?

You can attach relevant documents to your business plan or account plan as referential information.

Here's how you add attachments to your business plan:

1. Navigate to Redwood Sales > Accounts.
2. Drill down to any account.
3. Search for Show Business Plans and click the required business plan.
4. Go to the Attachments tab.
5. You can specifiy the URL of your attachment or drag and drop files.