Donna Alex
Activity overview
Latest activity by Donna Alex-
Donna Alex created an article, When editing a metric card, I am not able to change from "Opportunity" to "Line items" under Category
When creating a metic you will have to select a "Category" for which you want to create the metric. It can be any linked object like an opportunity or a line item.The attached article will give you...
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Donna Alex created an article, The WorkSpan Account Object
Account Object is a key driver to track all customer interactions from everyone in an organization. This process allows customer lifecycle tracking and helps maintain the most important asset (cust...
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Donna Alex created an article, Creating a Partner Program Report
The Partner Program report type is able to report across multiple Partner Programs in WorkSpan. You can create the report with all (or some) of your Partner Programs and track their progress in one...
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Donna Alex created an article, CRM Auto Linking
Auto-Linking or Auto Association helps in linking multiple sources to multiple or single destinations in an automatic fashion with minimal user involvement. When an Auto-linking policy is created ...
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Donna Alex created an article, Navigating through WorkSpan - Breadcrumbs
Users will easily be able to navigate around linked objects in WorkSpan significantly reducing friction and frustration. Due to the linked nature of WorkSpan one-objects, there is a high chance th...
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Donna Alex created an article, Exporting a Sales Plan
In WorkSpan users can Export their Sales Plan where they can get a copy of the Sales Plan table view in CSV format. Owners, Collaborators, participants, and viewers of a Sales plan can export a Sal...
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Donna Alex created an article, Security Policies: Password and Session Management policies, SSO Authentication
Security Policies: Password and Session Management policies, SSO Authentication From the Company page => Security Policies section, a Company Admin can set Password Policies, Session Policies and c...
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Donna Alex created an article, WorkSpan Mobile Application - Work center and Opportunities
In WorkSpan, you can create, collaborate, and track opportunities for your joint sales plans and solutions. The WorkSpan Mobile App will help you to view all of your opportunities by stage and acce...
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Donna Alex created an article, View all Metrics and Hide a Metric
To make Metrics easier to view and customize, WorkSpan has two features, View all Metrics and Hide a Metric, which will allow users to stay on the same page and focus on the important metrics for a...
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Donna Alex created an article, Linking/Unlinking Opportunities in WorkSpan to CRM Opportunities
You can link/unlink opportunities in WorkSpan to your CRM opportunities, exclude opportunities, and add tasks to opportunities from within sales plans' and solutions' opportunity summary views. Als...