Frequently Asked Questions
Answers to Common Concerns and Queries
- 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?
- 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
- 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?
- 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?