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Activating a strategy moves it from New to Active status and, optionally, connects it to your sales pipeline. You can activate for validation only, create a new opportunity, or link to an existing one.

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Prerequisites

  • You must be Assigned To the strategy to activate or archive the strategy
  • The strategy must be in New status
  • To link an existing opportunity, the account must have at least one open opportunity in Salesforce

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Quick Reference

ActionWhereSteps
Activate for validationStrategy detail pageOpen strategy → Click Activate → Select Activate for validation only → Save
Activate and create opportunityStrategy detail pageOpen strategy → Click Activate → Select Activate and convert to opportunity → Save → Complete opportunity form
Activate and link existing opportunityStrategy detail pageOpen strategy → Click Activate → Select Activate and link to existing opportunity → Choose opportunity → Link
Archive a strategyStrategy list or detail pageRight-click strategy → Archive (or use the action menu)
Restore an archived strategyArchived tabOpen Archived tab → Right-click strategy → Restore
Bulk archive strategiesNew strategies tabClick Select → Choose strategies → Archive

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Option 1: Activate for validation only

Use this when you want to pursue a strategy but are not ready to create a Salesforce opportunity.
1

Open the strategy

Navigate to Strategies → New tab and click the strategy you want to activate.
2

Click Activate

Click the Activate button in the strategy header. The activation dialog opens with three options.
3

Select validation only

Choose Activate for validation only. This moves the strategy to Active status without creating an opportunity record. You can convert to an opportunity later.
4

Save

Click Save to activate the strategy. It now appears under the Active tab.

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Option 2: Activate and create a new opportunity

Use this when you are ready to create a new Salesforce opportunity tied to this strategy.
1

Open the strategy

Navigate to Strategies → New tab and click the strategy you want to activate.
2

Click Activate

Click the Activate button in the strategy header.
3

Select convert to opportunity

Choose Activate and convert to an opportunity. This activates the strategy and launches the guided flow to create a new opportunity in Salesforce.
4

Complete the opportunity form

Fill in the required fields for the opportunity (name, stage, close date, amount) and save. The new opportunity is automatically linked to the strategy.
Use this when an opportunity already exists in Salesforce for this account.
1

Open the strategy

Navigate to Strategies → New tab and click the strategy you want to activate.
2

Click Activate

Click the Activate button in the strategy header.
3

Select link existing

Choose Activate and link to existing opportunity. This option is only available if the account has open opportunities.
4

Select the opportunity

Choose an opportunity from the dropdown. Each option shows the opportunity name, stage, and amount.
5

Link

Click Link to activate the strategy and associate it with the selected opportunity.

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Convert to an opportunity after activation

If you activated for validation and later want to link an opportunity:
1

Open the active strategy

Navigate to Strategies → Active tab and click the strategy.
2

Open the convert dialog

Click the Convert to Opportunity button in the strategy header.
3

Choose your option

Select either Create a new opportunity (launches the guided flow) or Link an existing opportunity (opens the opportunity picker).

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Managing strategy status

Strategies move through three statuses:
StatusDescription
NewAI-generated strategy that has not been reviewed or acted on. Keep this list clean by activating or archiving promptly.
ActiveStrategy you are actively pursuing. Can be linked to a Salesforce opportunity.
ArchivedStrategy you have decided not to pursue. Can be restored to New status at any time.

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Archive a strategy

Right-click a strategy in the list and select Archive, or use the action menu on the detail page. Archived strategies move to the Archived tab.

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Restore an archived strategy

Open the Archived tab, right-click the strategy, and select Restore. The strategy returns to New status.

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Bulk archive

On the New tab, click Select, check the strategies you want to archive, then click Archive.

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Troubleshooting

Refresh the page. If the strategy still does not appear, verify that the activation completed successfully and that you have permission to view active strategies.
You need to be Assigned To the strategy to archive or restore strategies.