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.

1. Go to Redwood Sales > Accounts and select the required account.
2. Search for Show Business Plans and select the required business plan.
3. Search for Add Team Member.
4. Select Add Member from Another Account.
5. Specify the required information and select Add.