Promoted articles
Getting Started
Understanding WorkSpan
Overview of WorkSpan Homepage
Features in WorkSpan
- Sharing in WorkSpan
- Searching in WorkSpan
- Messaging in WorkSpan
- Inviting New Users to WorkSpan
- Requesting Endorsements
- Using Table Views for Objects in WorkSpan
WorkSpan Security & Privacy
Settings & Administration
Tasks and Notes
- Overview of Tasks
- Adding a Task
- Assigning or Changing Task Assignment
- Attaching Files or Links to Tasks
- Archiving/Deleting a Task
- Understanding Notes
Setup
- Overview of Workflows
- Creating a New Data Import
- Understanding the Template Builder
- Creating Workflows for Marketing Plans and Activities
- Creating Solutions, Sales Plans and Opportunities Workflows
- Adding a Template
Joint Sales App
Sales Plans
- Overview of Sales Plans App
- Creating a New Sales Plan
- Setting Up Metrics for Sales Plans & Solutions
- Setting up Objectives and Accomplishments on your Sales Plan and Solution
- Adding Audience Information to your Sales Plans and Solutions
- Adding Comments to a Sales Plan/Solution/Opportunity/Assessment or a Partner Program
Opportunities
- Revenue Splits
- Overview of Opportunities
- Adding Opportunities
- Editing an Opportunity
- Sharing an Opportunity
- Sharing Multiple or All Opportunities in a Sales Plan or Solution
Assessments
- Overview of Assessments
- Creating an Assessment
- Updating an Assessment
- Cloning (copying) an Assessment
- Sharing an Assessment
- Sharing Multiple or All Assessments
Campaigns App
Overview of Joint Campaigns
Creating and Running Campaigns
- Creating a Campaign
- Viewing an Existing Campaign
- Adding Goals, Results and Accomplishments to Your Campaign
- Adding Assets, Notes, Tasks and Comments to Campaigns
- Editing a Campaign
- Sharing a Campaign
Cloning, Downloading, Archiving & Deleting Campaigns
Campaign Funding
- Using the Budget Tab in a Campaign
- Requesting Funding for a Campaign
- Editing Funding Requests
- Updating Requested Amount in a Funding Request
- Viewing Your Funding Request History
- Changing Funding for an Approved Campaign
Glossary
General
- Access Levels
- Alerts
- Alliance and Relationship Management
- Channel Partner
- Company Admin
- Endorsements
Joint Marketing
See all 13 articlesJoint Sales
Joint Solutions
Reports
- Solutions Report
- Sales Plan Report
- Opportunities Report
- Access Levels for Reports
- Funding Details Report
- Funding Report
Data
FAQs
Network
- How do I use the latest version of WorkSpan?
- How do I share a post on my network feed with only specific people?
- How do I collaborate with people in my network?
- How do I toggle between a list view and a table view in WorkSpan?
- How can I invite more users?
- What is the difference between sharing modes and access levels in WorkSpan?
Joint Marketing
- How do we use stages in Campaigns and Programs?
- What is the Joint Marketing Application in WorkSpan?
- How do I share a campaign or a program?
- How do I clone a campaign or a program in WorkSpan?
- How do I modify access level controls for members in campaigns and programs?
- How do I manage my campaign in a currency that is different from the program currency that I request funds from?
Solutions, Sales Plans and Opportunities
- How can I assign and track tasks on individual opportunities?
- How can I transfer existing data from my current CRM system into WorkSpan?
- How can I restrict access to my sales plans to my colleagues or partner contacts?
- How can I setup a Joint Sales Plan on WorkSpan?
- How can I view updates to my solutions, sales plans and opportunities?
- How can I enable calculated results for metrics for solutions and sales plans?
Reports
- In which formats can I export my report(s)?
- What capabilities do I have based on my report access level?
- Are there any restrictions on who I can share my reports with?
- Does the report content vary or change over time?
- How do I know if my report needs a cache refresh?
- How can I specify default columns on reports?