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