Step 1: Add Workspace
First, you need to add a workspace to your account. To do this, click on the workspace you are currently in at the top left and then click on the “New workspace” button at the bottom of the dropdown.
Step 2: Name and Personalize Your Workspace
Once you click the "New Workspace" button, you'll be given the opportunity to name and personalize your workspace with an icon.
Step 3: Choose a Subdomain and Add Funnels
Next, you'll need to choose a subdomain for the workspace. This will be the address that team members or clients will use to access the workspace. Once you've setup the subdomain, you'll need to add the funnels that you'd like to use for this workspace.
Step 4: Invite up to 10 Users
Once all these steps are complete, you're ready to invite up to 10 team members to access the workspace. Simply provide the user's email address and they will be added to the workspace with CRM access to all the funnels.
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