Logo
Submit a request Sign in
What can we help you with?
  1. WorkSpan
  2. Co-Sell with Partners
  3. Sales Plans

Sales Plans

Follow New articles New articles and comments
  • Exporting a Sales Plan
  • View all Metrics and Hide a Metric
  • Overview of Sales Plans App
  • Creating a New Sales Plan
  • Setting up Objectives & Accomplishments on your Sales Plans & Solutions
  • Adding Audience Information to your Sales Plans & Solutions
  • Adding Sales Plan Details
  • Adding Comments to Sales Plans/Solutions/Opportunities/Assessments or Partner Programs
  • Assigning Tasks in Sales Plans, Solutions, Opportunities, Assessments and Partner Programs
  • Adding Expenses to Sales Plans, Solutions, Opportunities, Marketing Plans, Marketing Activities, and Partner Programs
  • Adding Files, Links, Content Items to Sales Plans/Solutions/Opportunities/Assessments
  • Sharing a Sales Plan
  • Sharing Multiple or All Your Sales Plans
  • Sharing Your Sales Plans, Solutions, Opportunities, Assessments and Partner Programs with Companies
  • Joining a Sales Plan
  • Cloning/Copying a Sales Plan
  • Editing a Sales Plan
  • Archiving/Deleting a Sales Plan
  • Removing (Withdrawing) Members From Multiple or All Sales Plans

© WorkSpan 2023