• Best Practices For Your Partner Programs

    Here are some best practices that we recommend to setup, run and monitor your partner programs: Define/clarify a value proposition for your partner program. Clearly elaborate the goals and objecti...

  • Creating a Partner Program

    You can use WorkSpan's new Partner Programs App to easily create a new partner program.  Enter your program objective; select industry, e.g, IT Services and Consulting; region where you want to run...

  • Editing a Partner Program

    As an owner on a partner program, you can edit the program to add/update the following fields on a partner program: Partner Program Name and Description Partner Program Overview Add more partner p...

  • Adding Files, Links, Content Items & Tasks to a Partner Program

    You can add one or more files, links, content items and tasks to partner programs for easy collaboration with your partners. Steps: Navigate to Home > Setup > Partner Programs. Go to the partner p...

  • Linking Solutions, Sales Plans and Opportunities to Your Partner Program

    As a partner program owner you can easily search and link solutions, sales plans and opportunities that are discoverable to your partner program from within the program. You can search for any of t...

  • Adding/Editing/Deleting Metrics for Your Partner Program

    You can add one or more metrics to your partner programs to get a holistic view of KPIs across various functions like marketing; opportunities, sales plans, solutions, etc. This allows you to view ...

  • Adding Solution Recommendations for Opportunities in Partner Programs

    You can easily configure Solution Recommendations for your opportunities in your partner programs. For each opportunity, you and your partners can see recommended solutions matched on varied opport...

  • Sharing Your Partner Program

    You can easily share a partner program with one or more of your partners for easy collaboration on a program. If a partner program has been created in the Owner Mode, then, if you are an owner or a...

  • Sharing Multiple/All Your Partner Programs

    You can share some or all your Partner Programs together with one or more members in your network. You can share multiple or all partner programs from your table view if you have the correct acce...

  • Withdrawing (Removing) Members From Your Partner Programs

    As an owner on multiple Partner Programs, you can remove (withdraw) members from some or all your partner programs. You can withdraw members from selected or all your partner programs from your Par...

  • Joining a Partner Program

    If a partner program is discoverable (i.e, if the checkbox for Allow employees of your company or active partners to join without invitation as partners is checked during a partner program creation...

  • Cloning a Partner Program

    In WorkSpan, you can seamlessly clone (copy) an existing partner program to ease the process of creating new programs by saving time and energy. You have to be an owner or a collaborator in a partn...

  • Archiving a Partner Program

    We do not want accidental deletion of any data from your partner program. To remove a partner program from your partner programs view, you have to first archive it. You can then delete it too. Only...