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.

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. Expand a strategy that you want to associate with an opportunity, click the ellipses, and click View Opportunities.
5. Click the Unassociated tab.
6. Click Move to Plan for the required opportunity.
7. Click Save.