Opportunity Plan

Using the “Opportunity Plan” button on the Collaboration Page opens up an Opportunity Plan document template. The document is automatically created upon collaboration space creation and can be edited by using the “Edit” option.

The Template used can be modified by an administrator. See: Configuring an Opportunity Plan Template

The Opportunity Plan is a “living document”, located within the Opportunity Collaboration Space. Whenever the “Opportunity Plan” button on the Collaboration Page is used, the latest saved version of the Opportunity Plan is shown.