Who This Is For
Role requirements for this guide
This guide is for anyone on a team whose organization has the Workspace turned on for customer work. The Workspace is your organization's own home, with a side menu named for the way you work. Owners and admins see the whole team's customers and leads. Members see their own, and an owner can choose whether members see everyone's customers or only their own.
What You'll Accomplish
Find, assign and follow up
You will open Today to see what needs attention, find a customer by name, phone, address or town, attach a lead to a customer, assign it to a team member, set a follow-up date, add a phone-in lead, and review the newest updates across your customers.
Step-by-Step Walkthrough
Four pages in the Workspace
Start on Today
Today is a to-do list. Owners and admins see the whole team: new leads, leads nobody has picked up, follow-ups that are due, and customers by stage. Members see the same page limited to their own leads and customers.
The Latest activity card shows the newest updates, with a link to the full list.
Work your Customers
Customers opens as a list with three views: All, My customers and Needs follow-up. Type in the search box to find a customer by name, phone, address or town.
Switch to the stage board to see customers in columns by stage. Open any customer to see their details, notes and timeline, choose who is responsible for them, and set a follow-up date.
Phone numbers, emails and street addresses are hidden from people who are not allowed to see that customer. A notice on the page tells you when that applies.
Handle Leads
Leads lists the requests that came in from your configurators and forms. Attach a lead to a customer, assign it to a team member, and set a follow-up date.
For a phone-in request, click New lead and enter what the caller told you.
Check Activity
Activity shows the newest updates across the customers you are allowed to see: stage changes and notes, with who made them and when.
The page shows the latest updates first. Click Load more to go back further.
Pro Tip
Get more from the Workspace
Tip