You can seamlessly associate existing opportunities to your sales plan or solution too. This gives you the flexibility to create an opportunity before creating a new sales plan or a new solution.
- Navigate to the solution or sales plan for which you want to associate an existing opportunity.
- Go to the Opportunities section, click +, and then click Link Existing.
- Edit Contained Opportunities window opens listing all currently linked opportunities.
- Click +Opportunities to include more opportunities.
- Select the opportunities that you want to include. Add button is highlighted.
- Click the Add button. The selected opportunity is linked.