How do I add teams to a business plan or an account plan?

You can add team members to business plans or account plans so that they can collaborate with their teams to discuss prospective plans.

Here's how you do it:

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. Click the Team tab.
5. Search for Add Team Member.
6. Click Add Member from Another Account.
7. Specify the required information and click Add.