Frequently Asked Questions
Your questions and our answers
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?
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?
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?
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?