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  4. Solutions, Sales Plans and Opportunities

Solutions, Sales Plans and Opportunities

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  • When editing a metric card, I am not able to change from "Opportunity" to "Line items" under Category
  • How can I add a user to an opportunity?
  • How can I assign and track tasks on individual opportunities?
  • How can I transfer existing data from my current CRM system into WorkSpan?
  • How do I import existing solutions and/or opportunities to WorkSpan?
  • How can I restrict access to my sales plans to my colleagues or partner contacts?
  • How can I setup a Joint Sales Plan on WorkSpan?
  • How can I view updates to my sales plans and opportunities?
  • How can I enable calculated results for metrics for solutions and sales plans?
  • How do I modify a user's access rights on a sales plan, solution or opportunity, assessment or partner program?
  • How do I clone a solution, a sales plan, an opportunity, or an asset?
  • How do I share a solution, sales plan or opportunity with multiple people?

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