What is a workspace? In simple terms, a workspace is a business profile that allows you to manage your leads, quotes, products, and team. To access your workspaces, use the same email address and ensure that the user is a member of the other workspaces.
Why would you need more than one workspace? If you manage multiple businesses or brands independently, creating separate workspaces helps you organize each business with its unique branding, prospects, quotes, products, and teams.
What is the cost per workspace? Each workspace is treated as a separate account and is billed based on the selected plan, the number of members, and any add-ons.
Creating a New Workspace
1. Click on the dropdown menu in the upper right corner where your workspace name appears
2. Click on "Create New Workspace"
3. Follow the steps
Fill in the required information to set up your new workspace.
Switching Between Workspaces
You can switch between workspaces as long as you are logged into one using the same email address.
1. Click on the dropdown menu in the upper right corner where your workspace name appears, then select the desired workspace
Accessing a Workspace
When logging in with your email, you can select from the workspaces associated with your account.
1. Sign in using your email and password
2. Select the desire workspace and log in
