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Shalini Narang

  • Total activity 532
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Activity overview

Latest activity by Shalini Narang
  • Shalini Narang created an article,

    Adding Sales Plan Details

    After entering the basic information for your sales plan, you can add more details to your plan such as primary intent for your plan, engagement brief that you want to share with your team members,...

    • Edited
    • 1 follower
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    • 0 votes
  • Shalini Narang created an article,

    Solution Recommendations in Your Partner Programs

    Solution Recommendations can be configured for partner programs to allow opportunity participants linked to a partner program to view matching solutions within the partner program. This feature all...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Shalini Narang created an article,

    Approving Revenue Splits

    As a Split Approver/Split Admin, you can approve or reject a revenue split. If the Split Status is Admin Review Requested, then, only the Split Admin can edit the Splits and NOT the split approver...

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  • Shalini Narang created an article,

    Requesting Revenue Splits

    Partner managers in your company can request % splits for their opportunities in WorkSpan, and a weighted amount based on this split % is calculated for a partner's opportunity. An approval process...

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    • 1 follower
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  • Shalini Narang created an article,

    Leaving an Asset

    As an owner or a collaborator on an asset, you can leave (withdraw from) an asset if you no longer want to be associated with it. Steps: Navigate to assets either via Home > Data >Content Li...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Shalini Narang created an article,

    Revenue Splits

    Overview of Revenue Splits Roles in Revenue Splits Revenue Splits Process Fields for Revenue Splits in Opportunities Requesting Revenue Splits Approving Revenue Splits Overview of Revenue Splits Th...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Shalini Narang created an article,

    Navigating the WorkSpan Mobile App

    When you login, you can: View all Key Dates to see what’s coming up. You can filter on Key Dates too. You can access all your Opportunities, the WorkSpan Help Center and the Alliance Aces Communit...

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    • 0 followers
    • 0 comments
    • 2 votes
  • Shalini Narang created an article,

    Overview of WorkSpan's Mobile App

    WorkSpan’s New Mobile App available on your mobile devices both for Android and iOS is your one-stop-shop for all activities and other to-do's.  You can easily view all your: Requests Due Tasks M...

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    • 0 followers
    • 0 comments
    • 0 votes
  • Shalini Narang created an article,

    Adding Key Dates to Objects in WorkSpan

    Alerts are triggered for all key dates and date ranges entered in your Programs App, Campaigns App, Solutions App, Sales App and other Apps including opportunities, activities, and assets. A key da...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Shalini Narang created an article,

    Editing a Partner Program

    As an owner on a partner program, you can edit the program to update the following fields on a partner program: Partner Program Name and Description Partner Program Overview Partner Program Detail...

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    • 1 follower
    • 0 comments
    • 0 votes