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➕ Create a space

Creating a space can happen from scratch, from a template, or by duplication

Frederik Nagel avatar
Written by Frederik Nagel
Updated over a year ago

Overview

Creating spaces is the most common command to set yourself up to properly use Along. You should think of having a single space per deal, especially when hooking Along into your CRM. This document explains the different ways of creating a space and what the creation consists of.


Creation steps

  1. Select the space type you want to create:
    - From a template
    - From scratch

  2. Select the company you are creating the space for
    - Select a company by typing in their name or domain

  3. Choose a space name and connect your CRM and/or Slack to the space


Creation starting points

There are three different ways how to create a space in Along.

  1. Create from "+ Create space" button

  2. Create by duplicating another space

  3. Create by using a template


Adding a company

When you create a space, you will have to define a company you are creating the space for.

  • Companies are either added automatically from your connected CRM

    or

  • Companies are created when selecting a new domain in the creation process automatically

    or

  • You manually create a company in Along (which then auto-syncs with your CRM as well)


Connecting integrations

Connecting integrations happens within space creation, so that the CRM deal is setup to track accordingly. This also goes for other integrations like Slack, so that notifications can be triggered in real-time.

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