Logo
Submit a request Sign in
What can we help you with?
  1. WorkSpan
  2. Joint Sales App

Joint Sales App

Sales plans, opportunities & assessments

Sales Plans

  • Exporting a Sales Plan
  • View all Metrics and Hide a Metric
  • Overview of Sales Plans App
  • Creating a New Sales Plan
  • Setting up Objectives & Accomplishments on your Sales Plans & Solutions
  • Adding Audience Information to your Sales Plans & Solutions
See all 19 articles

Leads

  • Overview of Leads
  • Lead to Opportunity Conversion
  • Lead Workflow
  • Create, Edit and Share Leads
  • Leads Card on Homepage
  • Leads Page
See all 7 articles

Opportunities

  • Merging Duplicate Opportunities & Other Objects
  • CRM Auto Linking
  • Overview of Opportunities
  • Product Line Items on Opportunities
  • Adding an Opportunity
  • Editing an Opportunity
See all 20 articles

Assessments

  • Overview of Assessments
  • Creating an Assessment
  • Updating an Assessment
  • Cloning (copying) an Assessment
  • Sharing an Assessment
  • Sharing Multiple or All Assessments
See all 9 articles

Submit a request

© WorkSpan 2022