You can seamlessly link/ associate your sales plans, solutions, activities or partner programs to an opportunity.
Steps:
- Navigate to the opportunity to which you want to link/associate an existing sales plan, solution, activity or partner program.
- Go to the sales plans, solutions, activities or partner programs section, click the pencil icon.
- Find <solution/sales plan/activity/partner program> window opens. Select the object that you want to link/associate.
- Click Add. The selected object (s) are linked/associated with your opportunity.
Comments
Article is closed for comments.