Advanced Features: Workspace Switcher
What is the Workspace Switcher Feature?
If your company offers many different products/services, you may want to create a workspace for each product or service in order to streamline the sales and onboarding process.
For instance, perhaps your company sells multiple kinds of software and you are trying to sell to a large company that is interested in one software for their marketing department and another for their IT department. The VP of Compliance is involved in both of those deals, but no one else from those groups crosses over, and you have separate workspaces for both of those deals.
The VP doesn't want to have to find the correct link for each deal, but instead should be able to switch from one workspace to another easily in the system. The Workspace Switcher feature is what allows them to do just that.
The workspace the contact is currently viewing will not be in the list of workspace options to switch from. In the example above, the contact is currently on “Workspace 1.”
Therefore, “The New Deal” and “Workspace 2” are listed as options of workspaces to switch to. Each time a contact switches workspaces, they will be directed to a live view of the general group of that workspace.
How to Enable Workspace Switcher
When you add a new contact to a workspace, Engage will do a check to see if a contact with that identical email address exists on any other workspace. If this email address does exist elsewhere, it will alert you to the workspace where it exists and have you confirm that you want to add this same person to the current workspace.
Once confirmed, the Workspace Switcher feature will be enabled for that contact’s live view and they will be able to switch between each workspace they are part of.
NOTE: This duplicate contact check only checks again the email address. For example, two contacts with the same first and last name are not considered duplicates.
If you have any questions about the Workspace Switcher, please click the "HELP?" button in the upper right corner of your Engage screen or contact support.
