Use the CRM Workspace
The workspace provides a focused way to move through CRM work without losing the current contact context.
Where to find it: Admin → Pipeline → CRM Workspace
What to do
- Open the workspace from the CRM.
- Select the list, queue, or contact you intend to work.
- Complete the activity, note, task, message, or assignment shown for that person.
- Move to the next record only after saving the current result.
Good to know
- Workspace results follow your role and lead-visibility rules.
- Use filters or a smart list first when you need a precise work queue.
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