How do I associate opportunities to strategies?

Strategies to improve your business must be part of your business plan, also known as account plans. You can make improved forecasting by associating opportunities to strategies.

1. Go to Redwood Sales > Accounts and select the required account.
2. Search for Show Business Plans and select the required business plan.
3. Expand a strategy that you want to associate with an opportunity, select the ellipses, and select View Opportunities.
4. Go to the Unassociated tab, select Move to Plan for the required opportunity, and save your changes.