Overview #
The Add New Workspace feature allows administrators to create additional CRM environments inside the system. Workspaces are useful when managing multiple teams or separate business operations.
Each workspace maintains its own CRM data and settings.
{screenshot of add workspace form}
Creating a Workspace #
To create a workspace:
- Open Workspace Settings
- Tap Add Workspace
- Enter workspace name
- Configure settings
- Save workspace
Workspace Examples #
Workspaces may represent:
- Sales team
- Marketing team
- Customer support
- Regional offices
Best Practices #
- Use descriptive workspace names
- Assign correct user permissions
- Organize workspaces logically
Related Articles #
- Workspace Settings
- Switch Workspace
- Delete Workspace
