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Workspace

Workspace helps users filter and view leads based on their role, ownership, and team structure.

Purpose​

  • Give users a role-based lead view from the dashboard.
  • Help Admins, Managers, and individual users focus on the leads relevant to them.

Available workspaces​

Organization Workspace​

  • Visible only to Admin.
  • Shows all leads available in the system.

My Workspace​

  • Visible to all users, including Channel Partner.
  • Shows leads where the current logged-in user is the Lead Owner or Account Manager.

Team Workspace​

  • Visible only to Managers.
  • Shows the Manager's own leads.
  • Shows leads assigned to team members who report to that Manager.