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Laralyn Ellsworth

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Activity overview

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

    High Priority Notifications

    High Priority Notifications in WorkSpan are field-specific alerts that can update you on changes made to your WorkSpan objects by users or by integrations. You can use High Priority Notifications i...

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    • 1 vote
  • Laralyn Ellsworth created an article,

    Editing Linked Object Tables

    Note: This feature is currently in beta and is only available for select accounts. Please contact your Customer Success Manager or support@workspan.com to inquire about testing the beta version of ...

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    • 1 follower
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  • Laralyn Ellsworth created an article,

    November 2020 Updates

    New Features Bulk Update Views and Metrics: Rather than having to edit individually your table views and metrics, WorkSpan now allows you to update or remove multiple views and metrics at once. Bul...

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  • Laralyn Ellsworth created an article,

    September 2020 Updates

    New Features New Workflow Controls: Program owners can now configure workflows for their joint sales, joint solutions, and joint marketing business process with finer controls and greater flexibili...

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  • Laralyn Ellsworth created an article,

    Release Notes Archive

    Below is an archive of new features from past releases. To view the most recent updates, click here. If you want to see how far we've come, read on!   New Features in August 2020 Announcing Collabo...

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    • 1 follower
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  • 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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    • 1 follower
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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
    • 0 comments
    • 0 votes
  • 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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    • 1 follower
    • 0 comments
    • 0 votes
  • 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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    • 4 followers
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    • 11 votes