An object in WorkSpan where you can enter your sales plan name, stage (in Planning, In Execution, Closed) and set the sharing mode (company, partner, or network).
You can optionally choose to Auto Accept requests and navigate to your sales plan after saving it. On the Joint Sales App, you can view the sales plans by the following criteria:
- Plans created by you and accepted by you (My Plans)
- Shared with you (Shared with Me)
- Archived Plans