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  2. Co-Sell with Partners
  3. Opportunities

Opportunities

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  • 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

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