Each workspace should correspond to an existing opportunity, engagement, or project. Create a workspace by using an existing template, or by creating one from scratch.

Tabs act as a foldering system within a workspace. Use tabs to organize resources, create checklists, or take internal notes. Tabs are completely customizable and can be client facing, or internal.

Think of your Summary tab as a Welcome page to your clients, a way to make a great first impression. Here is where you can introduce yourself, your company and the product or service you are offering. This area is completely customizable to the workspace needs.

Next Steps is where you track and assign all of the tasks within the workspace. In this tab, you can include content blocks that represent each stage of your process.

In each of these stages you are able to create tasks for your internal teams and clients. Use this tab to assign tasks or due dates, and send email reminders to task owners.

You can easily move steps around, delete steps, or create additional sections.

The resource tab is where you will upload any collateral that you’d share throughout the engagement. Include resources like product information, reviews, testimonials, informational videos, etc.

Think of it as a self service information hub!

We recommend keeping an internal tab to add things like call notes, account notes or any information that is sensitive and may need to be internal facing. These centralized notes will help all of your departments stay up to date and are not visible to clients.

Activity Tab

The activity tab shows all of the activity happening within the workspace. This includes comments, alerts, tasks, and general engagement. You can filter by person, date, and type of engagement. Use the activity tab to see how your prospects are engaging with the workspace!

Sometimes a workspace may need additional folders. The ‘add tab’ function allows you to add another section to your workspace and modify it accordingly to meet specific engagement requirements.