How do I share a solution, sales plan or opportunity with multiple people?

Articles in this section

• As an owner of a sales plan can I restrict access to my sales plans to my colleagues or partner contacts?
• How to move an individual opportunity to a new stage?
• How are the objects transferred to another user?
• How to create the category in the metric card?
• When editing a metric card, I am not able to change from "Opportunity" to "Line items" under Category
• How can I add a user to an opportunity?
• How can I assign and track tasks on individual opportunities?
• How can I transfer existing data from my current CRM system into WorkSpan?
• How do I import existing solutions and/or opportunities to WorkSpan?
• How can I restrict access to my sales plans to my colleagues or partner contacts?