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.

1. Go to Redwood Sales > Accounts and select the required account.
2. Search for Show Business Plans and select the required business plan.
3. Go to the Opportunities tab and select the Unassociated tab.
4. Select Move to Plan button on the Actions column of the required opportunity.
5. Specify the goals and strategy and select Add.