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Creating a Workspace

To create a new workspace in Connect-CRM, click on the Create or Join Workspace button in the Settings -> Switch workspace menu. On the next page, you need to add the details for the workspace, which includes:
  • Workspace Name: The name of your workspace.
Screenshot of the create workspace form.
After creating the workspace, you will be redirected to the workspace dashboard. This is where your journey with Connect-CRM begins!

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General Notes

  • Each workspace is isolated from others. Users, data, and settings are unique to each workspace.
  • You can switch between workspaces using the Settings -> Switch workspace menu.