Workspace
Company workspace. CRM, pipeline, and assignments are optional tiles—use Edit dashboard to show what you need.
Records
| Name | Stage | Owner |
|---|---|---|
| Alex Rivera | Qualified | You |
| Jordan Lee | Nurture | Team |
| Sam Patel | New | You |
Team & seats
Assign CRM clients, pipelines, or acquisition stages to an employee’s personal workspace. Only modules you enable here surface on their dashboard; enterprise sees aggregated activity—not full personal data unless policy allows.
Discovery
$42k
Proposal
$128k
Closed
$310k