75 - Add Account Plan and Master Plan roll-up to Opportunity workspace

Add a packaged strategy context roll-up on the Opportunity / Opportunity Plan workspace so deal teams see which Account Plans and Master Account Plans frame this opportunity, with read + navigate and drill-through to CRUSH plans. Additive: does not replace navigating from Account Plan to Opportunity; complements Portfolio-to-Deal visibility

User Story

As an account executive, overlay, or enterprise seller working an opportunity,

I want linked Account Plans and owning Master Account Plans visible on the Opportunity or Opportunity Plan workspace,

So that my deal motions align with published account strategy without leaving the deal record.

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Upvoters
Status

Planned

Board

2026 Summer

Tags

opportunity

Date

About 2 months ago

Author

Nick Campion

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