How do I associate opportunities to a business plan or an account plan?

You may have opportunities that are associated to an account but not to a business plan or an account plan. Such opportunities are named as unassociated opportunities.

Here's how you associate opportunities to a 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 Opportunities tab.
5. Click the Unassociated tab.
6. Click Move to Plan button on the Actions column of the required opportunity.
7. Specify the goals and strategy and click Add.