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Shalini Narang

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Activity overview

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

    Excluding/Removing Solutions/Sales Plans/Activities/Partner Programs From Opportunities

    You can remove previously linked solutions, sales plans, activities and/or partner programs from an opportunity. Steps: Navigate to an opportunity from which you want to exclude (remove) a linked ...

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    • 1 follower
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  • Shalini Narang created an article,

    Partner Programs

    Partner programs are in demand business strategies that vendors use to increase their sales footprint and diversify their network of users. Some key advantages of a partner program include enhance...

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    • 1 follower
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  • Shalini Narang created an article,

    Workflows

    As a WorkSpan Admin in your company, you can configure workflows with custom stages for solutions, sales plans, opportunities, marketing plans and activities. You can setup stage transitions to be ...

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    • 1 follower
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  • Shalini Narang created an article,

    Creating an Activity Report

    You can generate and view the performance of one or more of your marketing plans by running an Activity Report in WorkSpan.  You can group and chart on various fields in your marketing plans such a...

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    • 1 follower
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  • Shalini Narang created an article,

    Activity Report

    You can generate and view the performance of one or more of your marketing plans by running an Activity Report in WorkSpan.  You can group and chart on various fields in your marketing plans such a...

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

    Assessment Report

    You can consolidate data and charts for assessments and opportunities across one or more sales plans or solutions by running an Assessment Report. You can either select one or more sales plans or s...

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    • 1 follower
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  • Shalini Narang created an article,

    Assessment

    Assessments allow you to evaluate leads or opportunities and solutions in WorkSpan. WorkSpan Administrators in your company can define assessment templates that consist of questions with scored res...

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    • 1 follower
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  • Shalini Narang created an article,

    Finding Partner Profiles

    You can Find Partners with whom you want to collaborate with on your partner programs. Users in the program can access the Find Partner Profiles screen to search for a partner by keywords or filter...

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    • 1 follower
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  • Shalini Narang created an article,

    Creating a New Partner Profile

    Introduction Partner Profiles help WorkSpan build the intelligence to connect you with other partners with similar/complementary interests. Each partner company in WorkSpan can have one profile per...

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    • 1 follower
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  • Shalini Narang created an article,

    Viewing Partner Profiles in a Partner Program

    All accepted members of a program can browse and view profiles of all partners in the program. You can: Contact a Partner via the Partner Manager => send a direct message to the partner manager...

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    • 1 follower
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