Admin
Activity overview
Latest activity by Admin-
Admin created an article, CRM Auto-Creation
1. What is an Auto-Create policy? Auto-Create facilitates the automatic conversion of data from staging tables into objects with minimal user involvement. Auto-Create policy is invoked when the sta...
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Admin created an article, Partner Integration via Action Button
1. Bulk upload files using the Action Button Host companies are increasingly integrating data into WorkSpan, it becomes more complicated when their partners bring in data as well. The staging table...
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Admin created an article, WorkSpan Co-Sell Platform for Dynamics
Overview The WS-Dynamics Integration will allow collaborating on Deals/Opportunities right from within Dynamics CRM via WorkSpan and sharing those with Partners (such as Amazon and Microsoft); givi...
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Admin created an article, WorkSpan May'23 Releases - v170.0.0
New Features and Enhancements Customizable action buttons. This enhancement allows you to configure multiple components in the action buttons, like the form title, button label, etc., per business...
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Admin created an article, As an owner of a sales plan can I restrict access to my sales plans to my colleagues or partner contacts?
The owner of a sales plan will be able to manage a sales plan completely and control member access to the plan. You can restrict access to a sales plan by creating your sales plan in the owner mode...
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Admin created an article, How do I schedule email reports for my team and partners’ teams?
Here is the answer, https://support.workspan.com/hc/en-us/articles/6198726745491-WorkSpan-May-22-Releases-v155-0-0
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Admin created an article, How to move an individual opportunity to a new stage?
In certain cases, the BPA buttons control stage movements. The actions from the BPA buttons from partners and the host company will culminate in the workflow stage movement. Depending on the use ca...
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Admin created an article, How to add resources to WorkSpan?
A resource is like a folder where you can store all files. Resources can be added to a particular object if it is enabled and they can also be linked from the content library. To add a resource/fi...
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Admin created an article, How are the objects transferred to another user?
The objects can be transferred to other users but only company admins can do that. There are a few steps that need to be performed by company admins to transfer user object access to another user. ...
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Admin created an article, How to add an activity in the joint marketing app in WorkSpan?
Follow the below steps, Navigate to the hamburger menu and select the "Activities" tab under "Joint Marketing." On the "Activities" page, click the "Create Activity" button on the top right side o...