Solutions, Sales Plans and Opportunities
- 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 solutions, 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?
- How do I add Referral Source and Referral Partner fields to my opportunities in Workspan?