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Nithya Lakshmanan

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Activity overview

Latest activity by Nithya Lakshmanan
  • Nithya Lakshmanan created an article,

    Security Overview

    WorkSpan provides a robust, multi-layered data sharing security design, built on Attribute-Based Access Control (ABAC) Technology, that allows you to show different data sets to different users, wi...

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  • Nithya Lakshmanan created an article,

    Field Privacy

    Field Privacy  Restrict access to your company’s confidential information by setting fields to be Private on your company’s data-model in the Company Templates.  Use these Private fields to record ...

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  • Nithya Lakshmanan created an article,

    Metrics Access and Privacy

    Metrics can be added to multiple objects in WorkSpan, to track your KPIs with goals, and actuals are automatically updated based on the data within that object. Examples of Metrics on a Sales Plan ...

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  • Nithya Lakshmanan created an article,

    Staging Visibility

    An inbound integration can be configured on WorkSpan to receive data from external systems such as CRM. This data is then stored in staging views that users from the company can access and search a...

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  • Nithya Lakshmanan created an article,

    Reports Security

    Using reports, you can analyze data and track performance and trends across programs, partnerships and regions. After configuring the reports with the desired views, KPIs and charts, you can share ...

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    • 1 follower
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  • Nithya Lakshmanan created an article,

    Lead to Opportunity Conversion

    After a lead is accepted, partners can convert the lead to an opportunity. Track the deal progress, collaborate on the sales cycles with the partner and share additional deal information on the res...

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    • 1 follower
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  • Nithya Lakshmanan created an article,

    Lead Workflow

    A default workflow is included for the Lead object that includes actions for partners to Accept/Decline, trigger automatic Expiration if the partner does not respond on time, and the action to conv...

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  • Nithya Lakshmanan created an article,

    Create, Edit and Share Leads

    Create and Edit Leads Lead object is configured with standard fields that the partner can use to gather more intelligence on the lead, and inform the partner's decision to accept or decline the lea...

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    • 1 follower
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  • Nithya Lakshmanan created an article,

    Leads Card on Homepage

    When new leads are shared with you, the Leads Card on your WorkSpan homepage notifies you if any leads are in Pending stage.  From here, click into View All to access all your leads.

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  • Nithya Lakshmanan created an article,

    Leads Page

    On the Leads page accessed from the main menu: Use the Create Lead action to submit a new lead. Select the Lead Template to start the creation. View and search for your leads in a Card View or a T...

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