Workflows

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As a WorkSpan Admin in your company, you can configure workflows with custom stages for solutions, sales plans, opportunities, marketing plans and activities. You can setup stage transitions to be automatic or manual.

Users in your company can automatically progress through custom stages in the workflows that you have created and then associated with requisite templates.

Self Service Workflows allow you to conceptualize, plan and automate your defined business processes to drive joint sales, joint solutions and joint marketing operations with your team and partners.

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