To create a new workspace in the Engage platform, you will simply need to fill in a few bits of information regarding the Client/Prospect.

  1. Log in to your Engage platform
  2. On your Workspaces page, click the Add button (In some cases may be called Clients or other custom name.)

  3. A new page will appear and you will need to fill in the required information.  Required fields are marked with an asterisk. 
  1. Fill in Client name
  2. Choose a status 
  3. Select any industries/types/products/etc that may apply 
  • Click Create and your workspace is ready

Things to consider

If your CRM Platform, such as Salesforce or HubSpot, is connected to your Engage platform, it is strongly recommended that you will want to add a new workspace using your CRM. See Salesforce: How to add/access an Engage workspace from Salesforce or HubSpot: How to add/access an Engage workspace from HubSpot for instructions on this.

Questions? Please let us know!  Email or your Client Success Manager.