Work assigned conversations, actions, stages, and internal collaboration.
For sales team membersFor sales members working with customers assigned to them.Requires Sales permissionAvailable to sales members created by the account admin and shows assigned customers only.
Last updated: Last verified:
The sales workspace gives each member a focused view of customers assigned to them.
What to do
1
Open the assigned queue and select a customer.
2
Review the conversation, current stage, actions, and internal context.
3
Reply or update follow-up work while preserving team ownership.
