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Laralyn Ellsworth

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Latest activity by Laralyn Ellsworth
  • Laralyn Ellsworth created an article,

    Access Management Overview

    As a company administrator, you can configure policies to grant automatic access to users on your company’s data in WorkSpan. You can also audit and update employee access. With these capabilities,...

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  • Laralyn Ellsworth created an article,

    Policy-Based Access Management

    Company admins can configure access policies that cascade to linked objects. You can centrally administer your user groups, including partner users, at the partner program or plan level and be assu...

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  • Laralyn Ellsworth created an article,

    Line Item Reports

    Using this report type, you can track metrics and build trend charts for Line Item details on Opportunities. For example, you can report on Joint Pipeline and Revenue by Product or Product Line det...

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    • 1 follower
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  • Laralyn Ellsworth created an article,

    Pre-configuring Table Views and Metrics

    In WorkSpan table views on an object, such as an Opportunity table on a Sales Plan, you can pre-configured saved views with filters and column selections, even if there aren’t any rows in the table...

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  • Laralyn Ellsworth created an article,

    What's New in WorkSpan?

    At WorkSpan, we are constantly innovating to bring you new features and enhancements that will enable you to do your job even better. Read on to learn about the latest WorkSpan updates. New Feature...

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    • 3 followers
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    • 11 votes
  • Laralyn Ellsworth created an article,

    Using Table Views for Objects in WorkSpan

     Table views in WorkSpan help you to view and compare rows of data simultaneously in any order that you choose. You can configure table views for all your objects, reports, and tasks. Look for this...

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    • 1 follower
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