How do I import existing solutions and/or opportunities to WorkSpan?

Articles in this section

• 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?
• How can I setup a Joint Sales Plan on WorkSpan?
• How can I view updates to my solutions, sales plans and opportunities?
• How can I enable calculated results for metrics for solutions and sales plans?
• How do I modify a user's access rights on a sales plan, solution or opportunity, assessment or partner program?