Donna Alex
Activity overview
Latest activity by Donna Alex-
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 & Session Policies & Authentication while Managing Company, Partners and Employees
Overview of the Settings Page As a company admin, you can go to the Settings page and set predefined values for any fields in which multiple selections are enabled. Once set, these selections will ...
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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, Discoverability: Sharing Your Objects Company Wide
You can use the Discoverability panel in an object to setup and tailor access to an object for the entire company. An object can be made discoverable (visible) to all employees in a member company ...
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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...
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Donna Alex created an article, Setting Up Metrics
Setting and tracking metrics for your partner programs, sales plans, solutions, and marketing plans are pertinent to the overall success of your initiative. Owners and collaborators on objects in W...
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Donna Alex 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 Features...