A few accurate workspace settings make every deadline, email and report easier to trust. Complete this setup before importing data or inviting the wider team.
01
Add the workspace basics
- Open Settings and choose Workspace.
- Add the property or company name guests should recognize.
- Choose the primary timezone used for activities, scheduled emails and reports.
- Review the company address used in campaign footers.
02
Invite the right people
Invite teammates with their work email addresses. Give administrator access only to people who need to manage billing, workspace settings or other users.
03
Agree on ownership
Decide who owns new inquiries, who updates deal stages and who reviews overdue activities. A simple ownership rule prevents a shared pipeline from becoming nobody's pipeline.