When you log in, you can:
View all Key Dates to see what’s coming up. You can filter on Key Dates too.
You can access all your Opportunities, the WorkSpan Help Center and the Alliance Aces Community via the icon.
You can also search for your Opportunities by keywords and filter by access levels-Owner, Collaborator, Participant or Viewer.
As an owner of an opportunity, you can easily share your opportunity with your partners and colleagues for easy and timely collaboration, openness, and for building trust.
Sharing a Single Opportunity:
To share a single opportunity with one or more companies, or with one or more people in your network, see the following steps.
1. Navigate to the opportunity you want to share.
2. To share an opportunity, click on the share arrow you see on the top right corner of the app, then the share opportunity window will open.
Here, you can:
- Enter names or emails of people in your network that you want to share this opportunity with (click the plus icon, next to the field to share with people, once ready, click 'Save')
- Select one or more companies in your network that you want to share this opportunity with (also, by clicking the plus sign, once ready, click 'Save')
- Select a sharing mode between Owner Mode (default) and the Partner Mode.
Once done, click on Share
You can also see a variety of key opportunity details, incorporated within different sub-tabs
- Key dates
You can see the progress of each opportunity by stage. To move the stage of an opportunity, hover over the stages you see below and select the stage you want to select.
Click on it, the following screen will pop up and you need to simply confirm the change:
Also, if you would like to mark the opportunity as a top deal, click on the top deal icon:
You also have the ability to view all your:
Incoming Requests (Approvals, Memberships, and Endorsements)
Go to the Requests icon to see all your requests such as Approvals; Endorsements; and Invitations
Click the Approvals, Memberships/Invitations, or Endorsements tabs to toggle between these sections. You can complete activities including:
- Approve or reject one or more requests such as a funding request or a claim request.
- Accept or decline one or more invitations.
- Endorse or decline requests for endorsement.
Click the Tasks button to see all the tasks created by you; assigned by you; or assigned to you.
Swipe the task to mark the task as Done.
Inbound Messages and Comments
Click the Inbox button to view all your direct messages and all your comments.
Within your Inbox, click the Messages tab to send direct messages to anyone in your ecosystem.
Within your Inbox, click the Comments tab to view all comments and send comments in the thread.
Notifications of Actions
Click the Notifications button to view all your notifications related to your Sales Plans, Solutions, Funds, and/or Campaigns. All your notifications are filtered, in real-time and each notification includes a brief description, date/time of action and an associated team member.