Associating Existing Opportunities to Sales Plans and Solutions

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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.

Steps:

  1. Navigate to the solution or sales plan for which you want to associate an existing opportunity.
    linkexisting.gif
  2. Go to the Opportunities section, click +, and then click Link Existing.
  3. Edit Contained Opportunities window opens listing all currently linked opportunities.
    EditContainedopportunities.gif
  4. Click +Opportunities to include more opportunities.
  5. Select the opportunities that you want to include. Add button is highlighted.
  6. Click the Add button. The selected opportunity is linked.
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