Manage Leads


Leads can be accessed from the Joint Sales sub-menu on the WorkSpan menu.

You can also access leads from within a Sales Plan, when the leads are shared with a partner on specific Sales Plans.  

  • View and search across all the leads that you have access to - go to the Leads Page
  • Notifications of pending leads are also presented on your WorkSpan homepage - check the Leads Card on Homepage.
  • Create, edit, share and collaborate on leads with your partners - Create, Edit and Share Leads
  • Lead workflows include actions to accept or decline, automatic expiration, and for conversion to opportunity - go to Lead Workflows


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