Overview #
Users can switch between different CRM workspaces using the Switch Workspace feature. This allows access to separate CRM environments without logging out.
{screenshot of workspace switching interface}
Switching Steps #
- Open Settings
- Select Workspace
- Choose the desired workspace
- Confirm selection
Switching workspaces loads the contacts, leads, and settings associated with that workspace.
Related Articles #
- Workspace Settings
- Add Workspace
- Edit Workspace Information
