Searchable • Contextual • Onboarding
☰ Wiki sections

Beta Workspace

Beta Workspace is a section where you can customize your dashboard. You can add widgets, remove them, make changes and drag and drop.

You can add tasks, cases, invoices, leads, accounts, opportunities, events, sales quotes and leave requests right from the Beta Workspace page using the “Create New” icons.

You can change the view of the widget and its settings by clicking on the settings icon next to the refresh icon.

Beta Workspace
Beta Workspace
See also