Promoted articles
Getting Started
Understanding WorkSpan
Overview of WorkSpan Homepage
Features in WorkSpan
- Searching in WorkSpan
- Messaging in WorkSpan
- Inviting New Users to WorkSpan
- Requesting Endorsements
- Using Table Views for your Objects in WorkSpan
- Understanding & Using Custom & Company Fields
WorkSpan Security & Privacy
Settings & Administration
Tasks and Notes
- Overview of Tasks
- Adding a Task
- Assigning or Changing Task Assignment
- Attaching Files or Links on Tasks
- Archiving/Deleting a Task
- Understanding Notes
Setup
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
- Viewing campaign updates, editing a campaign, assigning tasks within a campaign, adding comments to a campaign
- Withdrawing a User(s) Access from 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
Programs App
Understanding Programs
Using the Program App
- Creating a Program
- Editing a Program
- Copying, Saving, Viewing Invite List, Archiving Programs
- Updating Access Levels for Members in a Program
- Withdrawing a Member Access from a Program
- Moving a Program to a Private Mode to Restrict Access
Sales App
Sales Plans
- Overview of the Sales Plans
- Creating a New Sales Plan
- Setting up Metrics for Sales Plans & Solutions
- Viewing Activity Log for Your Sales Plans
- Assigning Tasks in Sales Plans, Solutions and/or Opportunities
- Adding Expenses to Sales Plans, Solutions and Opportunities
Opportunities
- Overview of Opportunities
- Adding Opportunities
- Cloning (copying) an Opportunity
- Sharing an Opportunity
- Sharing Multiple or All Opportunities in a Sales Plan or Solution
- Viewing the Activity Log For Your Opportunities
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 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?
- Can I clone (copy) another user's access rights on objects in WorkSpan?
Joint Marketing
- 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?
- How can I withdraw previously requested funds in a campaign?
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?