Linking/Associating Sales Plans; Solutions; Partner Programs & Activities to Opportunities


You can seamlessly link/ associate your sales plans, solutions, activities or partner programs to an opportunity. 


    1. Navigate to the opportunity to which you want to link/associate an existing sales plan, solution, activity or partner program.
    2. Go to the sales plans, solutions, activities or partner programs section, click the pencil icon.associatingtoopportunity.gif
    3. Find <solution/sales plan/activity/partner program> window opens. Select the object that you want to link/associate.
    4. Click Add. The selected object (s) are linked/associated with your opportunity.
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