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Frequently Asked Questions

Your questions and our answers

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Network

  • How do I use the latest version of WorkSpan?
  • How do I collaborate with people in my network?
  • How do I toggle between a list view and a table view in WorkSpan?
  • How can I invite more users?
  • Why can I not see an email from WorkSpan in my inbox?
See all 14 articles

Partner Programs

  • What is WorkSpan's Partner Programs App?
  • What metrics can I track in my partner program?
  • How do I register opportunities in WorkSpan?
  • How do I register my solutions in WorkSpan?
  • How can I find business partners on WorkSpan?
See all 7 articles

Solutions, Sales Plans and Opportunities

  • 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?
See all 12 articles

Reports

  • In which formats can I export my report(s)?
  • What capabilities do I have based on my report access level?
  • Are there any restrictions on who I can share my reports with?
  • Does the report content vary or change over time?
  • How do I know if my report needs a cache refresh?
See all 17 articles

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