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

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You can share any object in WorkSpan with your network for easy collaboration. Please navigate to the appropriate link to see how to share an object.

Sharing a Solution:

https://support.workspan.com/hc/en-us/articles/360007317553-Sharing-a-Solution

Sharing a Sales Plan:

https://support.workspan.com/hc/en-us/articles/360007388673-Sharing-a-Sales-Plan

Sharing an Opportunity:

https://support.workspan.com/hc/en-us/articles/115006188788-Sharing-an-Opportunity

Sharing Multiple Opportunities, Sales Plans and Solutions:

https://support.workspan.com/hc/en-us/articles/360009697233-Sharing-Multiple-or-All-Opportunities-in-a-Sales-Plan-or-Solution

 

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