Managing Opportunities in My Workspace
Updated over a week ago

My Workspace is a section of the CRM which can display a list of opportunities you want to keep an eye on. Accessed via the Dashboard, this feature is useful to save you time searching through the database for important opportunities, or opportunities you are accessing regularly.

Adding an Opportunity to My Workspace

  1. Open the Opportunity you want to add to My Workspace.

  2. Check My Workspace checkbox

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