Opportunities
- Merging Duplicate Opportunities & Other Objects
- CRM Auto Linking
- Overview of Opportunities
- Product Line Items on Opportunities
- Adding an Opportunity
- Editing an Opportunity
- Sharing an Opportunity
- The WorkSpan Account Object
- Sharing Multiple or All Opportunities in a Sales Plan or Solution
- Linking/Associating Sales Plans; Solutions; Partner Programs & Activities to Opportunities
- Excluding/Removing Solutions/Sales Plans/Activities/Partner Programs From Opportunities
- Revenue Splits
- Requesting Revenue Splits
- Approving Revenue Splits
- Linking/Unlinking Opportunities in WorkSpan to CRM Opportunities
- Cloning an Opportunity
- Joining an Opportunity
- Adding Comments/Viewing the Change Log For Your Opportunities
- Linking an Assessment from an Opportunity
- Archiving/Deleting an Opportunity