• Sales Plan

    A sales plan in WorkSpan is an object where you can include your objectives, tactics, target audience, and other details focused towards your sales strategy. You can also enter your sales plan nam...

  • Opportunities

    Opportunities or leads are records for sales management or the sales pipeline that has been determined to have a higher likelihood of opting in, subscribing or making a purchase based on a set of c...

  • 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...