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Frequently Asked Questions

Answers to Common Concerns and Queries

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Log In

  • How to log in to WorkSpan?

Network

  • How do I schedule email reports for my team and partners’ teams?
  • What is the estimated time and process involved to transfer existing data from the current CRM system into WorkSpan?
  • How can I get client credentials for WorkSpan for OAuth2.0?
  • How to create a new user in WorkSpan?
  • How do I use the latest version of WorkSpan?
See all 18 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

Joint Marketing

  • How to add an activity in the joint marketing app in WorkSpan?

Solutions, Sales Plans and Opportunities

  • As an owner of a sales plan can I restrict access to my sales plans to my colleagues or partner contacts?
  • How to move an individual opportunity to a new stage?
  • How to add resources to WorkSpan?
  • How are the objects transferred to another user?
  • How to create the category in the metric card?
See all 17 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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