You can clone (copy) a solution, a sales plan, an opportunity or an asset with ease in WorkSpan to prevent effort duplication in creating a new one. To learn how to copy each of the objects, go to the appropriate link:
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?